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

Top Buys

1
+$1.57M
2
+$951K
3
+$774K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$759K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$697K

Top Sells

1
+$4.57M
2
+$4.46M
3
+$3.61M
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
+$1.04M

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
$252B
$40.1K 0.01%
252
-554
NOW icon
202
ServiceNow
NOW
$119B
$39.6K 0.01%
215
VXUS icon
203
Vanguard Total International Stock ETF
VXUS
$134B
$38.8K 0.01%
528
WBD icon
204
Warner Bros
WBD
$67.9B
$38.1K 0.01%
1,952
SCCO icon
205
Southern Copper
SCCO
$138B
$36.8K 0.01%
308
-3
DVN icon
206
Devon Energy
DVN
$29.9B
$36.5K 0.01%
1,040
-337
TYG
207
Tortoise Energy Infrastructure Corp
TYG
$1.07B
$35.9K 0.01%
834
+31
ARES icon
208
Ares Management
ARES
$23.8B
$35.7K 0.01%
223
TXT icon
209
Textron
TXT
$15.5B
$33.8K 0.01%
401
+1
DRI icon
210
Darden Restaurants
DRI
$23.1B
$33.5K 0.01%
176
+11
SYY icon
211
Sysco
SYY
$39.5B
$31.6K 0.01%
384
+31
RYN icon
212
Rayonier
RYN
$6.11B
$30.7K 0.01%
+1,213
ABEV icon
213
Ambev
ABEV
$44.2B
$30.7K 0.01%
13,759
+2,476
VOX icon
214
Vanguard Communication Services ETF
VOX
$5.78B
$29.7K 0.01%
158
ING icon
215
ING
ING
$74.3B
$29.3K 0.01%
1,124
PYPL icon
216
PayPal
PYPL
$41.1B
$28.9K 0.01%
431
-293
KOF icon
217
Coca-Cola Femsa
KOF
$20.2B
$28.5K 0.01%
343
+66
SLB icon
218
SLB Ltd
SLB
$68B
$27.5K 0.01%
799
NTAP icon
219
NetApp
NTAP
$19.9B
$27.1K 0.01%
229
+16
LW icon
220
Lamb Weston
LW
$5.76B
$27.1K 0.01%
466
TRP icon
221
TC Energy
TRP
$66.4B
$27K 0.01%
496
ILMN icon
222
Illumina
ILMN
$18.8B
$26.1K 0.01%
275
EQT icon
223
EQT Corp
EQT
$39.7B
$25.7K 0.01%
473
CAG icon
224
Conagra Brands
CAG
$7.44B
$25.6K 0.01%
1,400
NKE icon
225
Nike
NKE
$79.2B
$25.3K 0.01%
363
7 8
9
10 11