HFM

Hartford Financial Management Portfolio holdings

AUM $385M
1-Year Est. Return 20.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.82%
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
ALNY icon
201
Alnylam Pharmaceuticals
ALNY
$44.2B
$39.8K 0.01%
100
ARES icon
202
Ares Management
ARES
$24.7B
$39.1K 0.01%
242
+19
ZBRA icon
203
Zebra Technologies
ZBRA
$11B
$38.9K 0.01%
160
UYG icon
204
ProShares Ultra Financials
UYG
$701M
$38.5K 0.01%
420
CE icon
205
Celanese
CE
$5.47B
$38.1K 0.01%
901
+701
BX icon
206
Blackstone
BX
$88.8B
$37.6K 0.01%
244
RYN icon
207
Rayonier
RYN
$6.5B
$37.5K 0.01%
1,732
+519
FAST icon
208
Fastenal
FAST
$52.9B
$37.3K 0.01%
930
BAX icon
209
Baxter International
BAX
$10.5B
$36.7K 0.01%
1,919
+95
DOW icon
210
Dow Inc
DOW
$22B
$36.1K 0.01%
1,543
-1,140
ILMN icon
211
Illumina
ILMN
$20.6B
$36.1K 0.01%
275
IP icon
212
International Paper
IP
$23B
$35.8K 0.01%
908
-1,858
TXT icon
213
Textron
TXT
$17.2B
$34.9K 0.01%
401
NOW icon
214
ServiceNow
NOW
$113B
$32.9K 0.01%
215
DRI icon
215
Darden Restaurants
DRI
$24.6B
$32.4K 0.01%
176
DVN icon
216
Devon Energy
DVN
$27B
$32.3K 0.01%
881
-159
ING icon
217
ING
ING
$83.2B
$31.5K 0.01%
1,124
SLB icon
218
SLB Ltd
SLB
$76.8B
$30.7K 0.01%
799
VOX icon
219
Vanguard Communication Services ETF
VOX
$6.09B
$30.6K 0.01%
158
SYY icon
220
Sysco
SYY
$43.7B
$29K 0.01%
394
+10
AMGN icon
221
Amgen
AMGN
$209B
$27.8K 0.01%
85
AMD icon
222
Advanced Micro Devices
AMD
$326B
$27.6K 0.01%
129
TRP icon
223
TC Energy
TRP
$67B
$27.3K 0.01%
496
VTI icon
224
Vanguard Total Stock Market ETF
VTI
$582B
$25.5K 0.01%
76
EQT icon
225
EQT Corp
EQT
$38.3B
$25.4K 0.01%
473