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
WY icon
126
Weyerhaeuser
WY
$17.7B
$237K 0.06%
9,984
-6,869
AEP icon
127
American Electric Power
AEP
$72.4B
$231K 0.06%
2,000
PLTR icon
128
Palantir
PLTR
$328B
$213K 0.06%
1,200
+150
GIS icon
129
General Mills
GIS
$24.1B
$186K 0.05%
4,000
CSCO icon
130
Cisco
CSCO
$314B
$178K 0.05%
2,314
SCHW icon
131
Charles Schwab
SCHW
$169B
$174K 0.05%
1,742
VZ icon
132
Verizon
VZ
$211B
$160K 0.04%
3,937
-150
PFE icon
133
Pfizer
PFE
$157B
$160K 0.04%
6,429
QCOM icon
134
Qualcomm
QCOM
$152B
$157K 0.04%
918
NGG icon
135
National Grid
NGG
$93.2B
$155K 0.04%
2,000
-29
MO icon
136
Altria Group
MO
$116B
$152K 0.04%
2,639
XLF icon
137
State Street Financial Select Sector SPDR ETF
XLF
$51.5B
$142K 0.04%
2,600
KOF icon
138
Coca-Cola Femsa
KOF
$23.4B
$141K 0.04%
1,490
+1,147
Q
139
Qnity Electronics Inc
Q
$26.6B
$141K 0.04%
+1,727
UGI icon
140
UGI
UGI
$8.03B
$141K 0.04%
3,754
ABEV icon
141
Ambev
ABEV
$49.3B
$140K 0.04%
56,791
+43,032
T icon
142
AT&T
T
$196B
$138K 0.04%
5,570
ELV icon
143
Elevance Health
ELV
$70.6B
$133K 0.03%
380
PCAR icon
144
PACCAR
PCAR
$66.3B
$129K 0.03%
1,182
NI icon
145
NiSource
NI
$22.6B
$125K 0.03%
3,000
TGT icon
146
Target
TGT
$51.5B
$120K 0.03%
1,227
-4,116
IR icon
147
Ingersoll Rand
IR
$36.9B
$114K 0.03%
1,439
IYW icon
148
iShares US Technology ETF
IYW
$19.5B
$109K 0.03%
547
PSA icon
149
Public Storage
PSA
$53.9B
$107K 0.03%
412
USB icon
150
US Bancorp
USB
$85B
$107K 0.03%
2,000
4 5
6
7 8