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
$378M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$965K
3
+$808K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$788K
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$782K

Top Sells

1
+$4.67M
2
+$4.55M
3
+$3.66M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.05M
5
GSIG icon
Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF
GSIG
+$1.05M

Sector Composition

1 Technology 20.07%
2 Financials 8.11%
3 Industrials 7.28%
4 Consumer Discretionary 5.18%
5 Communication Services 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FUN icon
326
Cedar Fair
FUN
$1.49B
$1.14K ﹤0.01%
50
CMP icon
327
Compass Minerals
CMP
$775M
$960 ﹤0.01%
50
DNA icon
328
Ginkgo Bioworks
DNA
$525M
$948 ﹤0.01%
65
XRPI
329
Volatility Shares Trust XRP ETF
XRPI
$146M
$830 ﹤0.01%
+48
ZM icon
330
Zoom
ZM
$25.6B
$825 ﹤0.01%
10
CHPT icon
331
ChargePoint
CHPT
$187M
$819 ﹤0.01%
75
MYGN icon
332
Myriad Genetics
MYGN
$652M
$434 ﹤0.01%
60
ETH
333
Grayscale Ethereum Mini Trust ETF
ETH
$2.17B
$392 ﹤0.01%
10
B
334
Barrick Mining
B
$73.1B
$263 ﹤0.01%
8
-8
ALK icon
335
Alaska Air
ALK
$6.02B
$249 ﹤0.01%
5
VMEO
336
DELISTED
Vimeo
VMEO
$248 ﹤0.01%
32
ANGI icon
337
Angi Inc
ANGI
$542M
$163 ﹤0.01%
10
VYM icon
338
Vanguard High Dividend Yield ETF
VYM
$69B
$141 ﹤0.01%
1
FIS icon
339
Fidelity National Information Services
FIS
$34.5B
$132 ﹤0.01%
2
IBID icon
340
iShares iBonds Oct 2027 Term TIPS ETF
IBID
$62.5M
$127 ﹤0.01%
+480
JNPR
341
DELISTED
Juniper Networks
JNPR
– –
-665
LYB icon
342
LyondellBasell Industries
LYB
$13.9B
– –
-1,300
MUB icon
343
iShares National Muni Bond ETF
MUB
$41.4B
– –
-25
XT icon
344
iShares Future Exponential Technologies ETF
XT
$3.68B
– –
-2,198
RZLV
345
Rezolve AI
RZLV
$749M
– –
-10,000
XYZ
346
Block Inc
XYZ
$38.9B
– –
-31
ADM icon
347
Archer Daniels Midland
ADM
$28.9B
– –
-206
BP icon
348
BP
BP
$89.9B
– –
-2,000
DSEP icon
349
FT Vest US Equity Deep Buffer ETF September
DSEP
$335M
– –
-55
DVY icon
350
iShares Select Dividend ETF
DVY
$21.3B
– –
-110
11 12 13
14
15