HFM

Hartford Financial Management Portfolio holdings

AUM $385M
1-Year Est. Return 20.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.82%
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
ZM icon
326
Zoom
ZM
$21.9B
$863 ﹤0.01%
10
FUN icon
327
Cedar Fair
FUN
$1.73B
$767 ﹤0.01%
50
DNA icon
328
Ginkgo Bioworks
DNA
$409M
$541 ﹤0.01%
65
XRPI
329
Volatility Shares Trust XRP ETF
XRPI
$103M
$508 ﹤0.01%
48
CHPT icon
330
ChargePoint
CHPT
$149M
$498 ﹤0.01%
75
MYGN icon
331
Myriad Genetics
MYGN
$430M
$369 ﹤0.01%
60
B
332
Barrick Mining
B
$85B
$349 ﹤0.01%
8
ETH
333
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.43B
$281 ﹤0.01%
10
ALK icon
334
Alaska Air
ALK
$5.92B
$252 ﹤0.01%
5
VYM icon
335
Vanguard High Dividend Yield ETF
VYM
$74.6B
$144 ﹤0.01%
1
FIS icon
336
Fidelity National Information Services
FIS
$26.4B
$133 ﹤0.01%
2
ANGI icon
337
Angi Inc
ANGI
$312M
$130 ﹤0.01%
10
IBID icon
338
iShares iBonds Oct 2027 Term TIPS ETF
IBID
$80.4M
$124 ﹤0.01%
480
MCHPP
339
Microchip Technology Inc 7.50% Series A Preferred Stock
MCHPP
– –
-300
IPG
340
DELISTED
Interpublic Group of Companies
IPG
– –
-473
LRCX icon
341
Lam Research
LRCX
$292B
– –
-56
NMG
342
Nouveau Monde Graphite
NMG
$363M
– –
-415
SNOW icon
343
Snowflake
SNOW
$57.6B
– –
-100
TNA icon
344
Direxion Daily Small Cap Bull 3x Shares
TNA
$1.53B
– –
-1,500
VMEO
345
DELISTED
Vimeo
VMEO
– –
-32
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14