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
$385M
AUM Growth
+$7.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$1.23M
3
+$621K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$619K
5
NVDA icon
NVIDIA
NVDA
+$579K

Top Sells

1
+$5.7M
2
+$1.06M
3
+$1.05M
4
TGT icon
Target
TGT
+$379K
5
DD icon
DuPont de Nemours
DD
+$228K

Sector Composition

1 Technology 20.22%
2 Financials 8.49%
3 Industrials 7.58%
4 Communication Services 5.29%
5 Healthcare 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSM icon
26
TSMC
TSM
$1.94T
$4.14M 1.08%
13,631
+937
XOM icon
27
Exxon Mobil
XOM
$635B
$3.88M 1.01%
32,259
-154
ARKQ icon
28
ARK Autonomous Technology & Robotics ETF
ARKQ
$2.02B
$3.77M 0.98%
32,866
+476
META icon
29
Meta Platforms (Facebook)
META
$1.64T
$3.59M 0.93%
5,437
+589
RSPT icon
30
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$4.12B
$3.56M 0.93%
78,247
-3
KLAC icon
31
KLA
KLAC
$200B
$3.5M 0.91%
2,884
+26
ADP icon
32
Automatic Data Processing
ADP
$86.3B
$3.48M 0.9%
13,515
+183
DHR icon
33
Danaher
DHR
$149B
$3.26M 0.85%
14,249
-84
DIS icon
34
Walt Disney
DIS
$188B
$3.1M 0.81%
27,249
-1,312
HON icon
35
Honeywell
HON
$155B
$3.09M 0.8%
15,827
+605
BAC icon
36
Bank of America
BAC
$359B
$3.05M 0.79%
55,530
+1,646
UNP icon
37
Union Pacific
UNP
$157B
$3.05M 0.79%
13,180
+446
ABT icon
38
Abbott
ABT
$202B
$3.02M 0.78%
24,097
-265
CME icon
39
CME Group
CME
$115B
$2.95M 0.77%
10,800
+1,277
GS icon
40
Goldman Sachs
GS
$258B
$2.9M 0.75%
3,300
GPC icon
41
Genuine Parts
GPC
$16.4B
$2.59M 0.67%
21,077
+15
TJX icon
42
TJX Companies
TJX
$180B
$2.58M 0.67%
16,791
+415
GSIG icon
43
Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF
GSIG
$9.59M
$2.49M 0.65%
52,259
-183
CVX icon
44
Chevron
CVX
$370B
$2.4M 0.62%
15,722
-176
JPST icon
45
JPMorgan Ultra-Short Income ETF
JPST
$37.2B
$2.34M 0.61%
46,186
+1,700
NFLX icon
46
Netflix
NFLX
$406B
$2.22M 0.58%
23,669
+1,839
JNJ icon
47
Johnson & Johnson
JNJ
$599B
$2.17M 0.56%
10,483
+187
PLD icon
48
Prologis
PLD
$133B
$2.04M 0.53%
15,947
+187
WMB icon
49
Williams Companies
WMB
$91.3B
$2.02M 0.53%
33,687
-328
UNH icon
50
UnitedHealth
UNH
$266B
$2.02M 0.53%
6,128
-279
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