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
AVGO icon
151
Broadcom
AVGO
$1.52T
$103K 0.03%
299
+60
DD icon
152
DuPont de Nemours
DD
$20.5B
$102K 0.03%
2,528
-6,066
WBS icon
153
Webster Financial
WBS
$11.6B
$101K 0.03%
1,607
SW
154
Smurfit Westrock
SW
$24.6B
$101K 0.03%
2,605
FTV icon
155
Fortive
FTV
$18.6B
$98.6K 0.03%
1,786
NTAP icon
156
NetApp
NTAP
$19.6B
$91.3K 0.02%
853
+624
SWK icon
157
Stanley Black & Decker
SWK
$13.4B
$87.4K 0.02%
1,177
RF icon
158
Regions Financial
RF
$24B
$86.7K 0.02%
3,200
VHT icon
159
Vanguard Health Care ETF
VHT
$17.8B
$86.4K 0.02%
300
C icon
160
Citigroup
C
$193B
$84.1K 0.02%
721
ARKK icon
161
ARK Innovation ETF
ARKK
$6.47B
$82.1K 0.02%
1,068
ICE icon
162
Intercontinental Exchange
ICE
$93.2B
$81K 0.02%
500
TRV icon
163
Travelers Companies
TRV
$66.7B
$80.6K 0.02%
278
DAPR icon
164
FT Vest US Equity Deep Buffer ETF April
DAPR
$291M
$80.1K 0.02%
2,036
-146,435
DIVI icon
165
Franklin International Core Dividend Tilt Index ETF
DIVI
$2.38B
$77.3K 0.02%
1,987
+37
CNP icon
166
CenterPoint Energy
CNP
$28.4B
$76.7K 0.02%
2,000
PANW icon
167
Palo Alto Networks
PANW
$122B
$75.5K 0.02%
410
-34
DUK icon
168
Duke Energy
DUK
$102B
$75.2K 0.02%
642
IVV icon
169
iShares Core S&P 500 ETF
IVV
$753B
$73.7K 0.02%
108
+1
CL icon
170
Colgate-Palmolive
CL
$79.5B
$73.6K 0.02%
932
+4
NEM icon
171
Newmont
NEM
$141B
$73.4K 0.02%
735
-5
CMI icon
172
Cummins
CMI
$80.7B
$71K 0.02%
139
MMM icon
173
3M
MMM
$87.1B
$70.4K 0.02%
440
SOLS
174
Solstice Advanced Materials
SOLS
$12.5B
$69.1K 0.02%
+1,423
SPY icon
175
State Street SPDR S&P 500 ETF Trust
SPY
$699B
$64.1K 0.02%
94
5 6
7
8 9