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
$385M
AUM Growth
+$7.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1 +$3.41M
2 +$1.23M
3 +$621K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$619K
5
NVDA icon
NVIDIA
NVDA
+$579K

Top Sells

1 +$5.7M
2 +$1.06M
3 +$1.05M
4
TGT icon
Target
TGT
+$379K
5
DD icon
DuPont de Nemours
DD
+$228K

Sector Composition

1 Technology 20.22%
2 Financials 8.49%
3 Industrials 7.58%
4 Communication Services 5.29%
5 Healthcare 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IWM icon
176
iShares Russell 2000 ETF
IWM
$75.5B
$63.5K 0.02%
258
OMC icon
177
Omnicom Group
OMC
$22.4B
$61.5K 0.02%
762
+162
VLTO icon
178
Veralto
VLTO
$22.2B
$59.4K 0.02%
595
VOOG icon
179
Vanguard S&P 500 Growth ETF
VOOG
$23.3B
$58.2K 0.02%
131
GEHC icon
180
GE HealthCare
GEHC
$33.4B
$56.8K 0.01%
692
GRAL
181
GRAIL Inc
GRAL
$2.03B
$56.5K 0.01%
660
-240
WBD icon
182
Warner Bros
WBD
$68.7B
$56.3K 0.01%
1,952
BK icon
183
Bank of New York Mellon
BK
$92.8B
$54.7K 0.01%
471
XLK icon
184
State Street Technology Select Sector SPDR ETF
XLK
$97.1B
$54.1K 0.01%
376
MOAT icon
185
VanEck Morningstar Wide Moat ETF
MOAT
$12.1B
$53.1K 0.01%
513
+55
TLT icon
186
iShares 20+ Year Treasury Bond ETF
TLT
$42B
$53K 0.01%
608
SGVT
187
Schwab Government Money Market ETF
SGVT
$720M
$52.7K 0.01%
+524
TYG
188
Tortoise Energy Infrastructure Corp
TYG
$1.01B
$50.9K 0.01%
1,244
+410
GILD icon
189
Gilead Sciences
GILD
$172B
$50.6K 0.01%
412
SMH icon
190
VanEck Semiconductor ETF
SMH
$50.9B
$49.3K 0.01%
137
MDT icon
191
Medtronic
MDT
$110B
$47.8K 0.01%
498
-10
MS icon
192
Morgan Stanley
MS
$296B
$47.8K 0.01%
269
+17
LMT icon
193
Lockheed Martin
LMT
$140B
$47.4K 0.01%
98
+4
FMS icon
194
Fresenius Medical Care
FMS
$12.4B
$46.9K 0.01%
1,970
+26
XLV icon
195
State Street Health Care Select Sector SPDR ETF
XLV
$38.3B
$46.4K 0.01%
300
SCCO icon
196
Southern Copper
SCCO
$156B
$46.3K 0.01%
326
+18
KMI icon
197
Kinder Morgan
KMI
$70.7B
$44.5K 0.01%
1,618
ABBV icon
198
AbbVie
ABBV
$370B
$43.6K 0.01%
191
OKTA icon
199
Okta
OKTA
$12.7B
$43.2K 0.01%
500
VXUS icon
200
Vanguard Total International Stock ETF
VXUS
$143B
$39.8K 0.01%
528