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

Top Buys

1
+$1.57M
2
+$951K
3
+$774K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$759K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$697K

Top Sells

1
+$4.57M
2
+$4.46M
3
+$3.61M
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
+$1.04M

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
$1.79B
$1.14K ﹤0.01%
50
CMP icon
327
Compass Minerals
CMP
$954M
$960 ﹤0.01%
50
DNA icon
328
Ginkgo Bioworks
DNA
$402M
$948 ﹤0.01%
65
XRPI
329
Volatility Shares Trust XRP ETF
XRPI
$116M
$830 ﹤0.01%
+48
ZM icon
330
Zoom
ZM
$22.5B
$825 ﹤0.01%
10
CHPT icon
331
ChargePoint
CHPT
$125M
$819 ﹤0.01%
75
MYGN icon
332
Myriad Genetics
MYGN
$434M
$434 ﹤0.01%
60
ETH
333
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.76B
$392 ﹤0.01%
10
B
334
Barrick Mining
B
$67.8B
$263 ﹤0.01%
8
-8
ALK icon
335
Alaska Air
ALK
$4.34B
$249 ﹤0.01%
5
VMEO
336
DELISTED
Vimeo
VMEO
$248 ﹤0.01%
32
ANGI icon
337
Angi Inc
ANGI
$302M
$163 ﹤0.01%
10
VYM icon
338
Vanguard High Dividend Yield ETF
VYM
$71.7B
$141 ﹤0.01%
1
FIS icon
339
Fidelity National Information Services
FIS
$25.3B
$132 ﹤0.01%
2
IBID icon
340
iShares iBonds Oct 2027 Term TIPS ETF
IBID
$86.1M
$127 ﹤0.01%
+480
LYB icon
341
LyondellBasell Industries
LYB
$24.2B
– –
-1,300
MUB icon
342
iShares National Muni Bond ETF
MUB
$42.6B
– –
-25
ADM icon
343
Archer Daniels Midland
ADM
$34.1B
– –
-206
BP icon
344
BP
BP
$114B
– –
-2,000
DSEP icon
345
FT Vest US Equity Deep Buffer ETF September
DSEP
$329M
– –
-55
DVY icon
346
iShares Select Dividend ETF
DVY
$21.8B
– –
-110
IBB icon
347
iShares Biotechnology ETF
IBB
$8.01B
– –
-100
IYJ icon
348
iShares US Industrials ETF
IYJ
$2.42B
– –
-117
JNPR
349
DELISTED
Juniper Networks
JNPR
– –
-665
XT icon
350
iShares Future Exponential Technologies ETF
XT
$3.46B
– –
-2,198
11 12 13
14
15