HFM

Hartford Financial Management Portfolio holdings

AUM $392M
1-Year Est. Return 21.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$392M
AUM Growth
+$7.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$5.29M
3
+$4.93M
4
ORCL icon
Oracle
ORCL
+$1.32M
5
MSFT icon
Microsoft
MSFT
+$1.19M

Top Sells

1
+$4.21M
2
+$1.04M
3
+$987K
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$931K
5
GOOG icon
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
V icon
26
Visa
V
$621B
$4.64M 1.18%
15,342
+1,382
RTX icon
27
RTX Corp
RTX
$242B
$4.56M 1.16%
23,634
-919
AMZN icon
28
Amazon
AMZN
$2.91T
$4.44M 1.13%
21,338
+550
TSM icon
29
TSMC
TSM
$2.17T
$4.1M 1.05%
12,136
-1,495
META icon
30
Meta Platforms (Facebook)
META
$1.61T
$3.86M 0.98%
6,745
+1,308
ARKQ icon
31
ARK Autonomous Technology & Robotics ETF
ARKQ
$2.39B
$3.69M 0.94%
32,803
-63
KLAC icon
32
KLA
KLAC
$251B
$3.65M 0.93%
2,481
-403
RSPT icon
33
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.64B
$3.54M 0.9%
78,121
-126
HON icon
34
Honeywell
HON
$151B
$3.5M 0.89%
15,481
-346
CME icon
35
CME Group
CME
$98.8B
$3.26M 0.83%
11,022
+222
CVX icon
36
Chevron
CVX
$363B
$3.13M 0.8%
15,129
-593
UNP icon
37
Union Pacific
UNP
$156B
$3.11M 0.79%
12,829
-351
ADP icon
38
Automatic Data Processing
ADP
$88.7B
$2.98M 0.76%
14,684
+1,169
GLW icon
39
Corning
GLW
$156B
$2.93M 0.75%
21,546
-800
BAC icon
40
Bank of America
BAC
$366B
$2.82M 0.72%
57,847
+2,317
GS icon
41
Goldman Sachs
GS
$303B
$2.79M 0.71%
3,300
TJX icon
42
TJX Companies
TJX
$171B
$2.77M 0.71%
17,341
+550
DIS icon
43
Walt Disney
DIS
$177B
$2.64M 0.67%
27,426
+177
DHR icon
44
Danaher
DHR
$129B
$2.63M 0.67%
13,871
-378
NFLX icon
45
Netflix
NFLX
$362B
$2.6M 0.66%
27,018
+3,349
GSIG icon
46
Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF
GSIG
$9.47M
$2.52M 0.64%
53,202
+943
ABT icon
47
Abbott
ABT
$149B
$2.43M 0.62%
23,691
-406
JNJ icon
48
Johnson & Johnson
JNJ
$542B
$2.32M 0.59%
9,487
-996
WMB icon
49
Williams Companies
WMB
$87.3B
$2.28M 0.58%
31,374
-2,313
JPST icon
50
JPMorgan Ultra-Short Income ETF
JPST
$38.1B
$2.25M 0.57%
44,389
-1,797
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