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
$378M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$965K
3
+$808K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$788K
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$782K

Top Sells

1
+$4.67M
2
+$4.55M
3
+$3.66M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.05M
5
GSIG icon
Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF
GSIG
+$1.05M

Sector Composition

1 Technology 20.07%
2 Financials 8.11%
3 Industrials 7.28%
4 Consumer Discretionary 5.18%
5 Communication Services 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MS icon
201
Morgan Stanley
MS
$283B
$40.1K 0.01%
252
-554
NOW icon
202
ServiceNow
NOW
$159B
$39.6K 0.01%
43
VXUS icon
203
Vanguard Total International Stock ETF
VXUS
$115B
$38.8K 0.01%
528
WBD icon
204
Warner Bros
WBD
$73.6B
$38.1K 0.01%
1,952
SCCO icon
205
Southern Copper
SCCO
$118B
$36.8K 0.01%
306
-3
DVN icon
206
Devon Energy
DVN
$22.7B
$36.5K 0.01%
1,040
-337
TYG
207
Tortoise Energy Infrastructure Corp
TYG
$877M
$35.9K 0.01%
834
+31
ARES icon
208
Ares Management
ARES
$38B
$35.7K 0.01%
223
TXT icon
209
Textron
TXT
$15.5B
$33.8K 0.01%
401
+1
DRI icon
210
Darden Restaurants
DRI
$21.7B
$33.5K 0.01%
176
+11
SYY icon
211
Sysco
SYY
$36.1B
$31.6K 0.01%
384
+31
RYN icon
212
Rayonier
RYN
$3.39B
$30.7K 0.01%
+1,157
ABEV icon
213
Ambev
ABEV
$40.4B
$30.7K 0.01%
13,759
+2,476
VOX icon
214
Vanguard Communication Services ETF
VOX
$6.12B
$29.7K 0.01%
158
ING icon
215
ING
ING
$79.3B
$29.3K 0.01%
1,124
PYPL icon
216
PayPal
PYPL
$56.8B
$28.9K 0.01%
431
-293
KOF icon
217
Coca-Cola Femsa
KOF
$19.7B
$28.5K 0.01%
343
+66
SLB icon
218
SLB Ltd
SLB
$58.1B
$27.5K 0.01%
799
NTAP icon
219
NetApp
NTAP
$22.6B
$27.1K 0.01%
229
+16
LW icon
220
Lamb Weston
LW
$8.29B
$27.1K 0.01%
466
TRP icon
221
TC Energy
TRP
$57B
$27K 0.01%
496
ILMN icon
222
Illumina
ILMN
$20.6B
$26.1K 0.01%
275
EQT icon
223
EQT Corp
EQT
$34.4B
$25.7K 0.01%
473
CAG icon
224
Conagra Brands
CAG
$8.58B
$25.6K 0.01%
1,400
NKE icon
225
Nike
NKE
$100B
$25.3K 0.01%
363
7 8
9
10 11