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
$366M
AUM Growth
-$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$7.09M
2
+$6.54M
3
+$5.87M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$5.54M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$2.99M

Top Sells

1
+$12.9M
2
+$10.9M
3
+$7.17M
4
PH icon
Parker-Hannifin
PH
+$7.17M
5
WM icon
Waste Management
WM
+$6.89M

Sector Composition

1 Technology 18.17%
2 Financials 7.64%
3 Industrials 7%
4 Consumer Staples 5.46%
5 Healthcare 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NI icon
151
NiSource
NI
$20.4B
$121K 0.03%
3,000
PSA icon
152
Public Storage
PSA
$48B
$121K 0.03%
412
WBS icon
153
Webster Financial
WBS
$8.98B
$118K 0.03%
2,164
RF icon
154
Regions Financial
RF
$21.7B
$118K 0.03%
5,000
DUK icon
155
Duke Energy
DUK
$96.1B
$115K 0.03%
975
-17,208
MS icon
156
Morgan Stanley
MS
$259B
$114K 0.03%
806
-109
PCAR icon
157
PACCAR
PCAR
$49.9B
$112K 0.03%
1,182
CL icon
158
Colgate-Palmolive
CL
$63.6B
$111K 0.03%
1,220
UL icon
159
Unilever
UL
$146B
$98.5K 0.03%
1,611
-54
IYW icon
160
iShares US Technology ETF
IYW
$22.2B
$94.8K 0.03%
+547
AZN icon
161
AstraZeneca
AZN
$279B
$94.4K 0.03%
+1,351
PANW icon
162
Palo Alto Networks
PANW
$140B
$93.7K 0.03%
458
ICE icon
163
Intercontinental Exchange
ICE
$86.1B
$91.7K 0.03%
500
USB icon
164
US Bancorp
USB
$72B
$90.5K 0.02%
2,000
-31,000
TNA icon
165
Direxion Daily Small Cap Bull 3x Shares
TNA
$2.08B
$75.5K 0.02%
2,250
LYB icon
166
LyondellBasell Industries
LYB
$14.4B
$75.2K 0.02%
1,300
-4,700
ARKK icon
167
ARK Innovation ETF
ARKK
$7.93B
$75K 0.02%
1,068
AVGO icon
168
Broadcom
AVGO
$1.63T
$75K 0.02%
272
-13,025
VHT icon
169
Vanguard Health Care ETF
VHT
$16.9B
$74.5K 0.02%
300
TRV icon
170
Travelers Companies
TRV
$64.1B
$74.4K 0.02%
278
APA icon
171
APA Corp
APA
$8.69B
$73.9K 0.02%
4,040
-1,424
CNP icon
172
CenterPoint Energy
CNP
$26.2B
$73.5K 0.02%
2,000
DOW icon
173
Dow Inc
DOW
$15.8B
$71K 0.02%
2,683
-15,390
DIVI icon
174
Franklin International Core Dividend Tilt Index ETF
DIVI
$1.87B
$69.4K 0.02%
1,946
-472
MMM icon
175
3M
MMM
$88.4B
$67K 0.02%
440
5 6
7
8 9