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
TSM icon
76
TSMC
TSM
$1.56T
$1.97M 0.41%
11,887
+433
EMR icon
77
Emerson Electric
EMR
$72.5B
$1.93M 0.4%
17,600
RSPH icon
78
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$727M
$1.92M 0.4%
64,537
MRK icon
79
Merck
MRK
$210B
$1.86M 0.38%
20,745
-353
PLD icon
80
Prologis
PLD
$113B
$1.86M 0.38%
16,614
-466
GS icon
81
Goldman Sachs
GS
$234B
$1.8M 0.37%
3,300
D icon
82
Dominion Energy
D
$51.7B
$1.76M 0.36%
31,435
TJX icon
83
TJX Companies
TJX
$159B
$1.76M 0.36%
14,424
+1,032
PAYX icon
84
Paychex
PAYX
$45.5B
$1.63M 0.34%
10,579
ADBE icon
85
Adobe
ADBE
$138B
$1.62M 0.33%
4,216
-4
BDX icon
86
Becton Dickinson
BDX
$53.1B
$1.6M 0.33%
7,000
LOW icon
87
Lowe's Companies
LOW
$136B
$1.56M 0.32%
6,701
-13
VZ icon
88
Verizon
VZ
$170B
$1.55M 0.32%
34,134
JCI icon
89
Johnson Controls International
JCI
$71.6B
$1.53M 0.32%
19,100
CARR icon
90
Carrier Global
CARR
$48.3B
$1.42M 0.29%
22,374
+3
WMT icon
91
Walmart
WMT
$849B
$1.41M 0.29%
16,110
SYY icon
92
Sysco
SYY
$37.7B
$1.39M 0.29%
18,567
USB icon
93
US Bancorp
USB
$71B
$1.39M 0.29%
33,000
CEG icon
94
Constellation Energy
CEG
$124B
$1.38M 0.28%
6,833
MCD icon
95
McDonald's
MCD
$218B
$1.37M 0.28%
4,381
TGT icon
96
Target
TGT
$40.9B
$1.33M 0.27%
12,731
-259
RSP icon
97
Invesco S&P 500 Equal Weight ETF
RSP
$73.6B
$1.31M 0.27%
7,565
-88
MPC icon
98
Marathon Petroleum
MPC
$55.1B
$1.28M 0.26%
8,795
+3
DD icon
99
DuPont de Nemours
DD
$32.7B
$1.28M 0.26%
17,109
-81
TMO icon
100
Thermo Fisher Scientific
TMO
$203B
$1.25M 0.26%
2,506
-26
2 3
4
5 6