HFM
Hartford Financial Management Portfolio holdings
AUM
$392M
1-Year Est. Return
21.9%
This Fund
S&P 500
1 Year Est. Return
+21.9%
AUM
$392M
AUM Growth
+$7.54M
(+2%)
Holding
359
Top Buys
| 1 | +$5.59M | |
| 2 | +$5.29M | |
| 3 | +$4.93M | |
| 4 |
Oracle
ORCL
|
+$1.32M |
| 5 |
Microsoft
MSFT
|
+$1.19M |
Top Sells
| 1 | +$4.21M | |
| 2 | +$1.04M | |
| 3 | +$987K | |
| 4 |
JPMorgan Core Plus Bond ETF
JCPB
|
+$931K |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$672K |
Sector Composition
| 1 | Technology | 19.23% |
| 2 | Industrials | 7.95% |
| 3 | Financials | 7.87% |
| 4 | Communication Services | 4.85% |
| 5 | Consumer Staples | 4.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
iShares 20+ Year Treasury Bond ETF
TLT
$42.2B
| – | – |
-608
|
|
||
|
PCH
352
DELISTED
PotlatchDeltic
PCH
| – | – |
-24,815
|
|
||
353
Delta Air Lines
DAL
$46.2B
| – | – |
-55
|
|
||
354
Cleveland-Cliffs
CLF
$5.59B
| – | – |
-1,300
|
|
||
355
Check Point Software Technologies
CHKP
$14.2B
| – | – |
-30
|
|
||
356
AstraZeneca
AZN
$311B
| – | – |
-3,834
|
|
||
|
AVDL
357
DELISTED
Avadel Pharmaceuticals
AVDL
| – | – |
-1,000
|
|
||
358
Angi Inc
ANGI
$292M
| – | – |
-10
|
|
||
359
Airbnb
ABNB
$82.8B
| – | – |
-35
|
|