HFM

Hartford Financial Management Portfolio holdings

AUM $378M
1-Year Est. Return 16.92%
This Quarter Est. Return
1 Year Est. Return
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$366M
AUM Growth
-$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$7.09M
2
+$6.54M
3
+$5.87M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$5.54M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$2.99M

Top Sells

1
+$12.9M
2
+$10.9M
3
+$7.17M
4
PH icon
Parker-Hannifin
PH
+$7.17M
5
WM icon
Waste Management
WM
+$6.89M

Sector Composition

1 Technology 18.17%
2 Financials 7.64%
3 Industrials 7%
4 Consumer Staples 5.46%
5 Healthcare 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MTCH icon
301
Match Group
MTCH
$7.54B
$3.68K ﹤0.01%
119
FICO icon
302
Fair Isaac
FICO
$41.6B
$3.66K ﹤0.01%
2
-8
DECK icon
303
Deckers Outdoor
DECK
$11.9B
$3.61K ﹤0.01%
35
-45
BABA icon
304
Alibaba
BABA
$379B
$3.4K ﹤0.01%
30
NB
305
NioCorp Developments
NB
$618M
$3.38K ﹤0.01%
1,450
NTRA icon
306
Natera
NTRA
$28.5B
$3.38K ﹤0.01%
20
CCL icon
307
Carnival Corp
CCL
$33.7B
$3.21K ﹤0.01%
114
MEDP icon
308
Medpace
MEDP
$16.7B
$3.14K ﹤0.01%
10
ULTA icon
309
Ulta Beauty
ULTA
$23B
$2.81K ﹤0.01%
6
ABUS icon
310
Arbutus Biopharma
ABUS
$883M
$2.78K ﹤0.01%
900
DAL icon
311
Delta Air Lines
DAL
$37.5B
$2.71K ﹤0.01%
55
VTRS icon
312
Viatris
VTRS
$12.5B
$2.65K ﹤0.01%
297
MUB icon
313
iShares National Muni Bond ETF
MUB
$40.2B
$2.61K ﹤0.01%
25
-665
TER icon
314
Teradyne
TER
$26.6B
$2.61K ﹤0.01%
29
SOBO
315
South Bow Corp
SOBO
$5.74B
$2.54K ﹤0.01%
98
INCY icon
316
Incyte
INCY
$20.7B
$2.38K ﹤0.01%
35
MTD icon
317
Mettler-Toledo International
MTD
$28.6B
$2.35K ﹤0.01%
2
EW icon
318
Edwards Lifesciences
EW
$50B
$2.35K ﹤0.01%
30
DSEP icon
319
FT Vest US Equity Deep Buffer ETF September
DSEP
$272M
$2.33K ﹤0.01%
55
NVS icon
320
Novartis
NVS
$255B
$2.3K ﹤0.01%
19
RLYB icon
321
Rallybio
RLYB
$27.3M
$2.2K ﹤0.01%
6,500
XYZ
322
Block Inc
XYZ
$36.1B
$2.11K ﹤0.01%
31
REGN icon
323
Regeneron Pharmaceuticals
REGN
$73.8B
$2.1K ﹤0.01%
4
ETHE
324
Grayscale Ethereum Trust ETF
ETHE
$3.46B
$2.09K ﹤0.01%
100
RH icon
325
RH
RH
$2.76B
$2.08K ﹤0.01%
11
11 12
13
14 15