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
VTI icon
201
Vanguard Total Stock Market ETF
VTI
$545B
$41.9K 0.01%
138
-8
XLV icon
202
Health Care Select Sector SPDR Fund
XLV
$37.6B
$40.4K 0.01%
300
MOAT icon
203
VanEck Morningstar Wide Moat ETF
MOAT
$15.3B
$40.4K 0.01%
431
+80
UYG icon
204
ProShares Ultra Financials
UYG
$823M
$40.1K 0.01%
420
FAST icon
205
Fastenal
FAST
$46.2B
$39.4K 0.01%
939
+37
ARES icon
206
Ares Management
ARES
$31.7B
$38.6K 0.01%
223
BAX icon
207
Baxter International
BAX
$9.42B
$37.7K 0.01%
1,245
-800
BX icon
208
Blackstone
BX
$108B
$36.5K 0.01%
244
+19
VXUS icon
209
Vanguard Total International Stock ETF
VXUS
$107B
$36.5K 0.01%
+528
DRI icon
210
Darden Restaurants
DRI
$20.2B
$36K 0.01%
165
-27
ABBV icon
211
AbbVie
ABBV
$414B
$35.5K 0.01%
191
-25,000
TYG
212
Tortoise Energy Infrastructure Corp
TYG
$937M
$35.2K 0.01%
803
SPY icon
213
SPDR S&P 500 ETF Trust
SPY
$664B
$34K 0.01%
55
-60
FDS icon
214
Factset
FDS
$10.2B
$33.5K 0.01%
75
ALNY icon
215
Alnylam Pharmaceuticals
ALNY
$60.7B
$32.6K 0.01%
100
TXT icon
216
Textron
TXT
$14.2B
$32.2K 0.01%
400
RZLV
217
Rezolve AI
RZLV
$888M
$30.8K 0.01%
+10,000
SCCO icon
218
Southern Copper
SCCO
$105B
$30.7K 0.01%
309
-49
CAG icon
219
Conagra Brands
CAG
$8.24B
$28.7K 0.01%
1,400
SMH icon
220
VanEck Semiconductor ETF
SMH
$34.8B
$28.4K 0.01%
102
EQT icon
221
EQT Corp
EQT
$37.3B
$27.6K 0.01%
473
ABEV icon
222
Ambev
ABEV
$39.9B
$27.2K 0.01%
11,283
-1,262
VOX icon
223
Vanguard Communication Services ETF
VOX
$5.58B
$27K 0.01%
+158
SLB icon
224
SLB Ltd
SLB
$54.3B
$27K 0.01%
799
KOF icon
225
Coca-Cola Femsa
KOF
$18.4B
$26.8K 0.01%
277
-31
7 8
9
10 11