HFM

Hartford Financial Management Portfolio holdings

AUM $385M
1-Year Est. Return 20.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.83%
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
$1.86B
$1.14K ﹤0.01%
50
CMP icon
327
Compass Minerals
CMP
$1.07B
$960 ﹤0.01%
50
DNA icon
328
Ginkgo Bioworks
DNA
$564M
$948 ﹤0.01%
65
XRPI
329
Volatility Shares Trust XRP ETF
XRPI
$126M
$830 ﹤0.01%
+48
ZM icon
330
Zoom
ZM
$27.4B
$825 ﹤0.01%
10
CHPT icon
331
ChargePoint
CHPT
$148M
$819 ﹤0.01%
75
MYGN icon
332
Myriad Genetics
MYGN
$516M
$434 ﹤0.01%
60
ETH
333
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.98B
$392 ﹤0.01%
10
B
334
Barrick Mining
B
$87.8B
$263 ﹤0.01%
8
-8
ALK icon
335
Alaska Air
ALK
$6.16B
$249 ﹤0.01%
5
VMEO
336
DELISTED
Vimeo
VMEO
$248 ﹤0.01%
32
ANGI icon
337
Angi Inc
ANGI
$567M
$163 ﹤0.01%
10
VYM icon
338
Vanguard High Dividend Yield ETF
VYM
$72.1B
$141 ﹤0.01%
1
FIS icon
339
Fidelity National Information Services
FIS
$28.6B
$132 ﹤0.01%
2
IBID icon
340
iShares iBonds Oct 2027 Term TIPS ETF
IBID
$67.3M
$127 ﹤0.01%
+480
XYZ
341
Block Inc
XYZ
$37.8B
– –
-31
RZLV
342
Rezolve AI
RZLV
$1.14B
– –
-10,000
XT icon
343
iShares Future Exponential Technologies ETF
XT
$3.72B
– –
-2,198
MUB icon
344
iShares National Muni Bond ETF
MUB
$42.1B
– –
-25
LYB icon
345
LyondellBasell Industries
LYB
$16.1B
– –
-1,300
JNPR
346
DELISTED
Juniper Networks
JNPR
– –
-665
IYJ icon
347
iShares US Industrials ETF
IYJ
$1.78B
– –
-117
IBB icon
348
iShares Biotechnology ETF
IBB
$8.54B
– –
-100
DVY icon
349
iShares Select Dividend ETF
DVY
$22.1B
– –
-110
DSEP icon
350
FT Vest US Equity Deep Buffer ETF September
DSEP
$340M
– –
-55
11 12 13
14
15