HFM

Hartford Financial Management Portfolio holdings

AUM $366M
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$484M
AUM Growth
-$3.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$1.52M
3
+$1.03M
4
PH icon
Parker-Hannifin
PH
+$884K
5
DDEC icon
FT Vest US Equity Deep Buffer ETF December
DDEC
+$316K

Top Sells

1
+$1.4M
2
+$963K
3
+$787K
4
PAAA icon
PGIM AAA CLO ETF
PAAA
+$325K
5
JGRO icon
JPMorgan Active Growth ETF
JGRO
+$211K

Sector Composition

1 Technology 16.05%
2 Industrials 15.66%
3 Healthcare 9.24%
4 Consumer Staples 8.95%
5 Financials 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DHR icon
51
Danaher
DHR
$151B
$3.13M 0.65%
15,256
+299
SO icon
52
Southern Company
SO
$108B
$2.96M 0.61%
32,200
MO icon
53
Altria Group
MO
$108B
$2.74M 0.57%
45,639
-3
META icon
54
Meta Platforms (Facebook)
META
$1.79T
$2.72M 0.56%
4,725
-169
APD icon
55
Air Products & Chemicals
APD
$56.3B
$2.71M 0.56%
9,190
-83
UNP icon
56
Union Pacific
UNP
$133B
$2.67M 0.55%
11,297
-262
KMB icon
57
Kimberly-Clark
KMB
$39.7B
$2.67M 0.55%
18,760
-270
MDLZ icon
58
Mondelez International
MDLZ
$79.7B
$2.49M 0.51%
36,660
-1,512
PSX icon
59
Phillips 66
PSX
$51.9B
$2.4M 0.5%
19,456
-340
UNH icon
60
UnitedHealth
UNH
$323B
$2.39M 0.49%
4,567
+111
IBM icon
61
IBM
IBM
$257B
$2.38M 0.49%
9,564
-1
JPST icon
62
JPMorgan Ultra-Short Income ETF
JPST
$34B
$2.37M 0.49%
46,716
+4,112
KLAC icon
63
KLA
KLAC
$145B
$2.3M 0.47%
3,383
+272
GSIG icon
64
Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF
GSIG
$14.4M
$2.28M 0.47%
48,104
-1,496
CME icon
65
CME Group
CME
$94.6B
$2.28M 0.47%
8,577
-39
AVGO icon
66
Broadcom
AVGO
$1.67T
$2.23M 0.46%
13,297
-25
WMB icon
67
Williams Companies
WMB
$76.4B
$2.22M 0.46%
37,205
-904
DUK icon
68
Duke Energy
DUK
$99.1B
$2.22M 0.46%
18,183
GPC icon
69
Genuine Parts
GPC
$18.6B
$2.19M 0.45%
18,417
-298
ARKQ icon
70
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.58B
$2.18M 0.45%
32,928
-1,035
CMI icon
71
Cummins
CMI
$58.2B
$2.17M 0.45%
6,936
MKC icon
72
McCormick & Company Non-Voting
MKC
$17.9B
$2.14M 0.44%
26,000
BAC icon
73
Bank of America
BAC
$374B
$2.08M 0.43%
49,756
+1,765
NFLX icon
74
Netflix
NFLX
$503B
$2.03M 0.42%
2,175
+58
ENB icon
75
Enbridge
ENB
$103B
$1.99M 0.41%
44,875
-1,549
1 2
3
4 5