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
RTX icon
26
RTX Corp
RTX
$241B
$4.11M 1.09%
24,589
-169
ADP icon
27
Automatic Data Processing
ADP
$107B
$3.91M 1.04%
13,332
-549
XOM icon
28
Exxon Mobil
XOM
$484B
$3.65M 0.97%
32,413
-383
ARKQ icon
29
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.65B
$3.61M 0.96%
32,390
-125
META icon
30
Meta Platforms (Facebook)
META
$1.66T
$3.56M 0.94%
4,848
+486
TSM icon
31
TSMC
TSM
$1.49T
$3.55M 0.94%
12,694
+410
RSPT icon
32
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$3.99B
$3.49M 0.92%
78,250
-6,233
DIS icon
33
Walt Disney
DIS
$197B
$3.27M 0.87%
28,561
-7,776
ABT icon
34
Abbott
ABT
$223B
$3.26M 0.86%
24,362
-1,177
HON icon
35
Honeywell
HON
$125B
$3.2M 0.85%
15,222
+995
KLAC icon
36
KLA
KLAC
$161B
$3.08M 0.82%
2,858
+173
UNP icon
37
Union Pacific
UNP
$143B
$3.01M 0.8%
12,734
+1,219
GPC icon
38
Genuine Parts
GPC
$18.4B
$2.92M 0.77%
21,062
+2,552
DHR icon
39
Danaher
DHR
$161B
$2.84M 0.75%
14,333
-311
BAC icon
40
Bank of America
BAC
$400B
$2.78M 0.74%
53,884
+7,294
GS icon
41
Goldman Sachs
GS
$267B
$2.63M 0.7%
3,300
NFLX icon
42
Netflix
NFLX
$401B
$2.62M 0.69%
21,830
+420
CME icon
43
CME Group
CME
$98.1B
$2.57M 0.68%
9,523
+1,624
GSIG icon
44
Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF
GSIG
$9.55M
$2.51M 0.66%
52,442
-21,931
CVX icon
45
Chevron
CVX
$293B
$2.47M 0.65%
15,898
-790
TJX icon
46
TJX Companies
TJX
$174B
$2.37M 0.63%
16,376
+1,653
DJUL icon
47
FT Vest US Equity Deep Buffer ETF July
DJUL
$396M
$2.32M 0.62%
49,766
-97,533
JPST icon
48
JPMorgan Ultra-Short Income ETF
JPST
$35.4B
$2.26M 0.6%
44,486
-40,503
UNH icon
49
UnitedHealth
UNH
$303B
$2.21M 0.59%
6,407
+465
WMB icon
50
Williams Companies
WMB
$72.6B
$2.15M 0.57%
34,015
-1,653
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