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
IVV icon
176
iShares Core S&P 500 ETF
IVV
$664B
$66.4K 0.02%
107
C icon
177
Citigroup
C
$178B
$61.4K 0.02%
721
VLTO icon
178
Veralto
VLTO
$24.4B
$60.1K 0.02%
595
BP icon
179
BP
BP
$94.1B
$59.9K 0.02%
2,000
IWM icon
180
iShares Russell 2000 ETF
IWM
$67.6B
$55.7K 0.02%
258
CRM icon
181
Salesforce
CRM
$227B
$55.1K 0.02%
202
-33
PYPL icon
182
PayPal
PYPL
$58.5B
$53.8K 0.01%
724
-217
TLT icon
183
iShares 20+ Year Treasury Bond ETF
TLT
$48B
$53.7K 0.01%
608
FMS icon
184
Fresenius Medical Care
FMS
$13.4B
$52.5K 0.01%
1,837
-223
GEHC icon
185
GE HealthCare
GEHC
$32.6B
$51.3K 0.01%
692
OKTA icon
186
Okta
OKTA
$14.4B
$50K 0.01%
500
ZBRA icon
187
Zebra Technologies
ZBRA
$12B
$49.3K 0.01%
160
RAL
188
Ralliant Corp
RAL
$5.35B
$48.4K 0.01%
+999
XLK icon
189
Technology Select Sector SPDR Fund
XLK
$93.6B
$47.6K 0.01%
188
-12
KMI icon
190
Kinder Morgan
KMI
$61.2B
$47.6K 0.01%
1,618
GRAL
191
GRAIL Inc
GRAL
$3.35B
$46.3K 0.01%
900
GILD icon
192
Gilead Sciences
GILD
$156B
$45.7K 0.01%
412
-61
CMI icon
193
Cummins
CMI
$63.2B
$45.5K 0.01%
139
-6,797
NEM icon
194
Newmont
NEM
$96.2B
$44.3K 0.01%
761
-112
MDT icon
195
Medtronic
MDT
$124B
$44.3K 0.01%
508
-21
NOW icon
196
ServiceNow
NOW
$175B
$44.2K 0.01%
43
DVN icon
197
Devon Energy
DVN
$22.3B
$43.8K 0.01%
1,377
+11
LMT icon
198
Lockheed Martin
LMT
$108B
$43.5K 0.01%
94
-47
OMC icon
199
Omnicom Group
OMC
$14B
$43.2K 0.01%
600
BK icon
200
Bank of New York Mellon
BK
$75.8B
$43K 0.01%
472
-251
6 7
8
9 10