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
VOOG icon
201
Vanguard S&P 500 Growth ETF
VOOG
$23.2B
$43.2K 0.01%
106
-25
MDT icon
202
Medtronic
MDT
$112B
$43.2K 0.01%
498
ABBV icon
203
AbbVie
ABBV
$369B
$41.5K 0.01%
191
SCCO icon
204
Southern Copper
SCCO
$156B
$41.3K 0.01%
240
-86
SLB icon
205
SLB Ltd
SLB
$78.7B
$41.1K 0.01%
799
BAX icon
206
Baxter International
BAX
$9.09B
$41K 0.01%
2,439
+520
VXUS icon
207
Vanguard Total International Stock ETF
VXUS
$143B
$40.7K 0.01%
528
MS icon
208
Morgan Stanley
MS
$303B
$40K 0.01%
243
-26
FAST icon
209
Fastenal
FAST
$51B
$39.9K 0.01%
859
-71
APA icon
210
APA Corp
APA
$12.9B
$39.6K 0.01%
932
-102
OKTA icon
211
Okta
OKTA
$11.9B
$39.4K 0.01%
500
ZETA icon
212
Zeta Global
ZETA
$4.24B
$38.2K 0.01%
+2,400
TXT icon
213
Textron
TXT
$16.1B
$35.1K 0.01%
401
ILMN icon
214
Illumina
ILMN
$19.8B
$33.9K 0.01%
275
ARES icon
215
Ares Management
ARES
$26.8B
$33.3K 0.01%
305
+63
ALNY icon
216
Alnylam Pharmaceuticals
ALNY
$45.3B
$33.1K 0.01%
100
XLE icon
217
State Street Energy Select Sector SPDR ETF
XLE
$38.3B
$32.7K 0.01%
533
+187
IP icon
218
International Paper
IP
$19.3B
$32.4K 0.01%
908
BX icon
219
Blackstone
BX
$101B
$32K 0.01%
278
+34
MOS icon
220
The Mosaic Company
MOS
$7.53B
$31.1K 0.01%
+1,220
TRP icon
221
TC Energy
TRP
$64.1B
$31.1K 0.01%
496
UYG icon
222
ProShares Ultra Financials
UYG
$718M
$30.8K 0.01%
420
EQT icon
223
EQT Corp
EQT
$35.4B
$30.1K 0.01%
473
ING icon
224
ING
ING
$84.8B
$29.3K 0.01%
1,124
CLX icon
225
Clorox
CLX
$12.4B
$28.9K 0.01%
279
+31
7 8
9
10 11