HFM

Hartford Financial Management Portfolio holdings

AUM $392M
1-Year Est. Return 21.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$392M
AUM Growth
+$7.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$5.29M
3
+$4.93M
4
ORCL icon
Oracle
ORCL
+$1.32M
5
MSFT icon
Microsoft
MSFT
+$1.19M

Top Sells

1
+$4.21M
2
+$1.04M
3
+$987K
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$931K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$672K

Sector Composition

1 Technology 19.23%
2 Industrials 7.95%
3 Financials 7.87%
4 Communication Services 4.85%
5 Consumer Staples 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWM icon
176
iShares Russell 2000 ETF
IWM
$75.4B
$64K 0.02%
258
MMM icon
177
3M
MMM
$79B
$63.6K 0.02%
438
-2
CMI icon
178
Cummins
CMI
$83.2B
$63.5K 0.02%
118
-21
SOLS
179
Solstice Advanced Materials
SOLS
$12.6B
$63.1K 0.02%
828
-595
WBS icon
180
Webster Financial
WBS
$11.7B
$62.5K 0.02%
900
-707
SPY icon
181
State Street SPDR S&P 500 ETF Trust
SPY
$710B
$61.1K 0.02%
94
PANW icon
182
Palo Alto Networks
PANW
$133B
$60.3K 0.02%
376
-34
CE icon
183
Celanese
CE
$7.24B
$59.3K 0.02%
901
LMT icon
184
Lockheed Martin
LMT
$141B
$55K 0.01%
91
-7
WBD icon
185
Warner Bros
WBD
$68.2B
$53.6K 0.01%
1,952
VLTO icon
186
Veralto
VLTO
$22.7B
$52.6K 0.01%
595
SMH icon
187
VanEck Semiconductor ETF
SMH
$50.7B
$52.5K 0.01%
137
TYG
188
Tortoise Energy Infrastructure Corp
TYG
$1.02B
$52.3K 0.01%
1,049
-195
GILD icon
189
Gilead Sciences
GILD
$173B
$52.1K 0.01%
374
-38
HL icon
190
Hecla Mining
HL
$12.8B
$50.3K 0.01%
+2,700
KMI icon
191
Kinder Morgan
KMI
$70.5B
$50.3K 0.01%
1,500
-118
XLK icon
192
State Street Technology Select Sector SPDR ETF
XLK
$96B
$50K 0.01%
376
MOAT icon
193
VanEck Morningstar Wide Moat ETF
MOAT
$12.1B
$49.6K 0.01%
513
BK icon
194
Bank of New York Mellon
BK
$90.8B
$49.4K 0.01%
416
-55
GEHC icon
195
GE HealthCare
GEHC
$34.1B
$49.3K 0.01%
692
OMC icon
196
Omnicom Group
OMC
$21.8B
$45.2K 0.01%
600
-162
FMS icon
197
Fresenius Medical Care
FMS
$12.5B
$44.8K 0.01%
1,985
+15
DVN icon
198
Devon Energy
DVN
$28.1B
$44.5K 0.01%
885
+4
XLV icon
199
State Street Health Care Select Sector SPDR ETF
XLV
$38.6B
$44K 0.01%
300
VTI icon
200
Vanguard Total Stock Market ETF
VTI
$603B
$43.3K 0.01%
135
+59
6 7
8
9 10