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 | |
|---|---|---|---|---|---|---|
51
Enbridge
ENB
$104B
| $1.94M | 0.53% |
42,841
-2,034
|
|
||
52
Johnson & Johnson
JNJ
$472B
| $1.9M | 0.52% |
12,454
-20,113
|
|
||
53
UnitedHealth
UNH
$292B
| $1.85M | 0.51% |
5,942
+1,375
|
|
||
54
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$752M
| $1.82M | 0.5% |
62,366
-2,171
|
|
||
55
TJX Companies
TJX
$163B
| $1.82M | 0.5% |
14,723
+299
|
|
||
56
IBM
IBM
$286B
| $1.79M | 0.49% |
6,064
-3,500
|
|
||
57
PepsiCo
PEP
$199B
| $1.74M | 0.48% |
13,163
-17,158
|
|
||
58
Prologis
PLD
$114B
| $1.69M | 0.46% |
16,119
-495
|
|
||
59
Texas Instruments
TXN
$145B
| $1.63M | 0.45% |
7,872
-10,000
|
|
||
60
Merck
MRK
$231B
| $1.59M | 0.44% |
20,115
-630
|
|
||
61
Walmart
WMT
$817B
| $1.58M | 0.43% |
16,110
|
|
||
62
Procter & Gamble
PG
$345B
| $1.52M | 0.42% |
9,532
-21,725
|
|
||
63
Paychex
PAYX
$40.3B
| $1.48M | 0.41% |
10,192
-387
|
|
||
64
Marathon Petroleum
MPC
$60.1B
| $1.46M | 0.4% |
8,798
+3
|
|
||
65
Lowe's Companies
LOW
$128B
| $1.37M | 0.37% |
6,179
-522
|
|
||
66
Invesco S&P 500 Equal Weight ETF
RSP
$73.7B
| $1.34M | 0.37% |
7,394
-171
|
|
||
67
Target
TGT
$40.9B
| $1.28M | 0.35% |
13,013
+282
|
|
||
68
Cigna
CI
$72B
| $1.26M | 0.35% |
3,820
+499
|
|
||
|
69
Waste Management
WM
$84.3B
| $1.26M | 0.34% |
5,489
-30,097
|
|
||
70
Corning
GLW
$70.4B
| $1.25M | 0.34% |
23,707
-48
|
|
||
71
Alphabet (Google) Class A
GOOGL
$3.34T
| $1.06M | 0.29% |
6,042
|
|
||
72
American Express
AXP
$246B
| $1.04M | 0.28% |
3,256
-2
|
|
||
73
Boeing
BA
$148B
| $1.02M | 0.28% |
4,852
|
|
||
74
Enterprise Products Partners
EPD
$69.8B
| $1.01M | 0.28% |
32,645
|
|
||
75
PotlatchDeltic
PCH
$3.04B
| $999K | 0.27% |
26,030
-846
|
|