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
APA icon
176
APA Corp
APA
$8.23B
$115K 0.02%
5,464
+315
CL icon
177
Colgate-Palmolive
CL
$63.1B
$114K 0.02%
1,220
WBS icon
178
Webster Financial
WBS
$8.99B
$112K 0.02%
2,164
RF icon
179
Regions Financial
RF
$20.8B
$109K 0.02%
5,000
MS icon
180
Morgan Stanley
MS
$255B
$107K 0.02%
915
+46
PLTR icon
181
Palantir
PLTR
$423B
$106K 0.02%
1,250
USFR icon
182
WisdomTree Floating Rate Treasury Fund
USFR
$18.3B
$104K 0.02%
2,061
UL icon
183
Unilever
UL
$152B
$99.2K 0.02%
1,665
-35
ICE icon
184
Intercontinental Exchange
ICE
$87.8B
$86.3K 0.02%
500
VHT icon
185
Vanguard Health Care ETF
VHT
$15.9B
$79.4K 0.02%
300
DIVI icon
186
Franklin International Core Dividend Tilt Index ETF
DIVI
$1.85B
$78.8K 0.02%
2,418
-156
PANW icon
187
Palo Alto Networks
PANW
$139B
$78.2K 0.02%
458
TRV icon
188
Travelers Companies
TRV
$58.3B
$73.5K 0.02%
278
MUB icon
189
iShares National Muni Bond ETF
MUB
$40.3B
$72.8K 0.02%
690
-470
CNP icon
190
CenterPoint Energy
CNP
$25.9B
$72.5K 0.02%
2,000
BAX icon
191
Baxter International
BAX
$11.8B
$70K 0.01%
2,045
-250
BP icon
192
BP
BP
$84.1B
$67.6K 0.01%
2,000
TNA icon
193
Direxion Daily Small Cap Bull 3x Shares
TNA
$2.33B
$65.8K 0.01%
2,250
MMM icon
194
3M
MMM
$80.6B
$64.6K 0.01%
440
SPY icon
195
SPDR S&P 500 ETF Trust
SPY
$660B
$64.3K 0.01%
115
-62
CRM icon
196
Salesforce
CRM
$234B
$63.1K 0.01%
235
LMT icon
197
Lockheed Martin
LMT
$115B
$63K 0.01%
141
-62
PYPL icon
198
PayPal
PYPL
$63.1B
$61.4K 0.01%
941
BK icon
199
Bank of New York Mellon
BK
$75.3B
$60.6K 0.01%
723
+219
IVV icon
200
iShares Core S&P 500 ETF
IVV
$660B
$60.1K 0.01%
107
6 7
8
9 10