HFM

Hartford Financial Management Portfolio holdings

AUM $378M
1-Year Est. Return 16.92%
This Quarter Est. Return
1 Year Est. Return
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$378M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$965K
3
+$808K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$788K
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$782K

Top Sells

1
+$4.67M
2
+$4.55M
3
+$3.66M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.05M
5
GSIG icon
Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF
GSIG
+$1.05M

Sector Composition

1 Technology 20.07%
2 Financials 8.11%
3 Industrials 7.28%
4 Consumer Discretionary 5.18%
5 Communication Services 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
USB icon
151
US Bancorp
USB
$83.1B
$96.7K 0.03%
2,000
WBS icon
152
Webster Financial
WBS
$10.3B
$95.5K 0.03%
1,607
-557
ARKK icon
153
ARK Innovation ETF
ARKK
$7.74B
$92.1K 0.02%
1,068
PANW icon
154
Palo Alto Networks
PANW
$130B
$90.4K 0.02%
444
-14
FTV icon
155
Fortive
FTV
$17.4B
$87.5K 0.02%
1,786
-1,220
SWK icon
156
Stanley Black & Decker
SWK
$11.3B
$87.5K 0.02%
1,177
-650
RF icon
157
Regions Financial
RF
$24.1B
$84.4K 0.02%
3,200
-1,800
ICE icon
158
Intercontinental Exchange
ICE
$91.3B
$84.2K 0.02%
500
CLX icon
159
Clorox
CLX
$12.2B
$83.1K 0.02%
674
+478
DUK icon
160
Duke Energy
DUK
$89.9B
$79.4K 0.02%
642
-333
AVGO icon
161
Broadcom
AVGO
$1.61T
$78.8K 0.02%
239
-33
VHT icon
162
Vanguard Health Care ETF
VHT
$17.3B
$77.9K 0.02%
300
TRV icon
163
Travelers Companies
TRV
$64.6B
$77.6K 0.02%
278
CNP icon
164
CenterPoint Energy
CNP
$24.8B
$77.6K 0.02%
2,000
CL icon
165
Colgate-Palmolive
CL
$63.6B
$74.2K 0.02%
928
-292
C icon
166
Citigroup
C
$199B
$73.2K 0.02%
721
DIVI icon
167
Franklin International Core Dividend Tilt Index ETF
DIVI
$2.03B
$72.8K 0.02%
1,950
+4
IVV icon
168
iShares Core S&P 500 ETF
IVV
$694B
$71.8K 0.02%
107
MMM icon
169
3M
MMM
$86.7B
$68.3K 0.02%
440
TNA icon
170
Direxion Daily Small Cap Bull 3x Shares
TNA
$1.82B
$67.9K 0.02%
1,500
-750
VLTO icon
171
Veralto
VLTO
$24.7B
$63.4K 0.02%
595
SPY icon
172
SPDR S&P 500 ETF Trust
SPY
$710B
$62.6K 0.02%
94
+39
IWM icon
173
iShares Russell 2000 ETF
IWM
$73B
$62.4K 0.02%
258
NEM icon
174
Newmont
NEM
$107B
$62.4K 0.02%
740
-21
DOW icon
175
Dow Inc
DOW
$16.2B
$61.5K 0.02%
2,683
5 6
7
8 9