HFM

Hartford Financial Management Portfolio holdings

AUM $392M
1-Year Est. Return 21.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$385M
AUM Growth
+$7.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1 +$3.41M
2 +$1.23M
3 +$621K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$619K
5
NVDA icon
NVIDIA
NVDA
+$579K

Top Sells

1 +$5.7M
2 +$1.06M
3 +$1.05M
4
TGT icon
Target
TGT
+$379K
5
DD icon
DuPont de Nemours
DD
+$228K

Sector Composition

1 Technology 20.22%
2 Financials 8.49%
3 Industrials 7.58%
4 Communication Services 5.29%
5 Healthcare 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ABUS icon
301
Arbutus Biopharma
ABUS
$919M
$4.33K ﹤0.01%
900
ASML icon
302
ASML
ASML
$545B
$4.28K ﹤0.01%
4
RHI icon
303
Robert Half
RHI
$2.71B
$4.24K ﹤0.01%
156
+22
NTES icon
304
NetEase
NTES
$74.8B
$4.13K ﹤0.01%
+30
POST icon
305
Post Holdings
POST
$4.76B
$3.86K ﹤0.01%
39
DAL icon
306
Delta Air Lines
DAL
$46B
$3.82K ﹤0.01%
55
VTRS icon
307
Viatris
VTRS
$16.2B
$3.7K ﹤0.01%
297
ULTA icon
308
Ulta Beauty
ULTA
$23.6B
$3.63K ﹤0.01%
6
SBUX icon
309
Starbucks
SBUX
$112B
$3.54K ﹤0.01%
42
CCL icon
310
Carnival Corp
CCL
$37.7B
$3.48K ﹤0.01%
114
ETHA
311
iShares Ethereum Trust ETF
ETHA
$7.76B
$3.48K ﹤0.01%
155
REGN icon
312
Regeneron Pharmaceuticals
REGN
$79B
$3.09K ﹤0.01%
4
IJR icon
313
iShares Core S&P Small-Cap ETF
IJR
$98.3B
$3.04K ﹤0.01%
25
MTCH icon
314
Match Group
MTCH
$8.04B
$2.78K ﹤0.01%
86
SOBO
315
South Bow Corp
SOBO
$6.72B
$2.69K ﹤0.01%
98
NVS icon
316
Novartis
NVS
$286B
$2.62K ﹤0.01%
19
ETHE
317
Grayscale Ethereum Staking ETF Shares
ETHE
$1.97B
$2.44K ﹤0.01%
100
APH icon
318
Amphenol
APH
$181B
$2.43K ﹤0.01%
18
ICHR icon
319
Ichor Holdings
ICHR
$2.22B
$1.71K ﹤0.01%
93
BMRN icon
320
BioMarin Pharmaceuticals
BMRN
$10.4B
$1.67K ﹤0.01%
28
IAC icon
321
IAC Inc
IAC
$3.27B
$1.56K ﹤0.01%
40
AWK icon
322
American Water Works
AWK
$25.4B
$1.44K ﹤0.01%
11
PGNY icon
323
Progyny
PGNY
$1.4B
$1.41K ﹤0.01%
55
MICC
324
The Magnum Ice Cream Company N.V.
MICC
$8.66B
$1.03K ﹤0.01%
+65
CMP icon
325
Compass Minerals
CMP
$1.07B
$982 ﹤0.01%
50