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
HSY icon
151
Hershey
HSY
$38.1B
$229K 0.05%
1,338
-392
FTV icon
152
Fortive
FTV
$16.5B
$226K 0.05%
3,093
AEP icon
153
American Electric Power
AEP
$62.9B
$219K 0.05%
2,000
NUE icon
154
Nucor
NUE
$30.2B
$181K 0.04%
1,500
OKE icon
155
Oneok
OKE
$42.9B
$168K 0.03%
1,696
-48
PFE icon
156
Pfizer
PFE
$139B
$165K 0.03%
6,529
ELV icon
157
Elevance Health
ELV
$78.5B
$165K 0.03%
380
GEV icon
158
GE Vernova
GEV
$163B
$162K 0.03%
532
T icon
159
AT&T
T
$188B
$158K 0.03%
5,570
-487
SWK icon
160
Stanley Black & Decker
SWK
$10.5B
$151K 0.03%
1,965
IP icon
161
International Paper
IP
$24.6B
$147K 0.03%
2,755
+5
XLF icon
162
Financial Select Sector SPDR Fund
XLF
$53.7B
$144K 0.03%
2,897
+297
CSCO icon
163
Cisco
CSCO
$277B
$143K 0.03%
2,314
TFC icon
164
Truist Financial
TFC
$54.9B
$142K 0.03%
3,449
SCHW icon
165
Charles Schwab
SCHW
$171B
$141K 0.03%
1,800
QCOM icon
166
Qualcomm
QCOM
$176B
$139K 0.03%
908
QQQM icon
167
Invesco NASDAQ 100 ETF
QQQM
$63.4B
$133K 0.03%
690
-245
NGG icon
168
National Grid
NGG
$76.4B
$131K 0.03%
2,058
RCL icon
169
Royal Caribbean
RCL
$81.6B
$129K 0.03%
630
+1
XT icon
170
iShares Future Exponential Technologies ETF
XT
$3.73B
$127K 0.03%
2,198
UGI icon
171
UGI
UGI
$6.97B
$124K 0.03%
3,755
IR icon
172
Ingersoll Rand
IR
$30.7B
$124K 0.03%
1,548
PSA icon
173
Public Storage
PSA
$54B
$123K 0.03%
412
NI icon
174
NiSource
NI
$20.4B
$120K 0.02%
3,000
PCAR icon
175
PACCAR
PCAR
$49.7B
$115K 0.02%
1,182
5 6
7
8 9