HFM
Hartford Financial Management Portfolio holdings
AUM
$378M
1-Year Est. Return
16.92%
1 Year Est. Return
+16.92%
AUM
$366M
AUM Growth
-$119M
(-24%)
Holding
371
Top Buys
| 1 | +$7.09M | |
| 2 | +$6.54M | |
| 3 | +$5.87M | |
| 4 |
Vanguard Information Technology ETF
VGT
|
+$5.54M |
| 5 |
JPMorgan Core Plus Bond ETF
JCPB
|
+$2.99M |
Top Sells
| 1 | +$12.9M | |
| 2 | +$10.9M | |
| 3 | +$7.17M | |
| 4 |
Parker-Hannifin
PH
|
+$7.17M |
| 5 |
Waste Management
WM
|
+$6.89M |
Sector Composition
| 1 | Technology | 18.17% |
| 2 | Financials | 7.64% |
| 3 | Industrials | 7% |
| 4 | Consumer Staples | 5.46% |
| 5 | Healthcare | 4.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
CSX Corp
CSX
$65B
| $4.12M | 1.13% |
126,357
-121,707
|
|
||
27
Amazon
AMZN
$2.51T
| $4.05M | 1.11% |
18,449
+147
|
|
||
28
Visa
V
$637B
| $3.98M | 1.09% |
11,205
-3,704
|
|
||
29
Berkshire Hathaway Class B
BRK.B
$1.1T
| $3.86M | 1.05% |
7,936
-366
|
|
||
30
Caterpillar
CAT
$260B
| $3.74M | 1.02% |
9,630
-12,301
|
|
||
31
RTX Corp
RTX
$235B
| $3.62M | 0.99% |
24,758
-11,944
|
|
||
32
Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF
GSIG
$14.3M
| $3.54M | 0.97% |
74,373
+26,269
|
|
||
33
Exxon Mobil
XOM
$503B
| $3.54M | 0.97% |
32,796
-16,685
|
|
||
34
Abbott
ABT
$227B
| $3.47M | 0.95% |
25,539
-21,335
|
|
||
35
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$4.26B
| $3.45M | 0.94% |
84,483
-8,262
|
|
||
36
Honeywell
HON
$126B
| $3.31M | 0.91% |
14,227
-13,652
|
|
||
37
Meta Platforms (Facebook)
META
$1.54T
| $3.22M | 0.88% |
4,362
-363
|
|
||
38
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.45B
| $2.9M | 0.79% |
32,515
-413
|
|
||
39
Danaher
DHR
$156B
| $2.89M | 0.79% |
14,644
-612
|
|
||
40
Netflix
NFLX
$47.1B
| $2.87M | 0.78% |
2,141
-34
|
|
||
41
TSMC
TSM
$1.48T
| $2.78M | 0.76% |
12,284
+397
|
|
||
42
Union Pacific
UNP
$132B
| $2.65M | 0.72% |
11,515
+218
|
|
||
43
KLA
KLAC
$149B
| $2.41M | 0.66% |
2,685
-698
|
|
||
44
Chevron
CVX
$315B
| $2.39M | 0.65% |
16,688
-20,062
|
|
||
45
Goldman Sachs
GS
$237B
| $2.34M | 0.64% |
3,300
|
|
||
46
Mondelez International
MDLZ
$73.4B
| $2.27M | 0.62% |
33,611
-3,049
|
|
||
47
Genuine Parts
GPC
$17.7B
| $2.25M | 0.61% |
18,510
+93
|
|
||
48
Williams Companies
WMB
$74.5B
| $2.24M | 0.61% |
35,668
-1,537
|
|
||
49
Bank of America
BAC
$384B
| $2.2M | 0.6% |
46,590
-3,166
|
|
||
50
CME Group
CME
$103B
| $2.18M | 0.6% |
7,899
-678
|
|