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
$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
$42.7B
$39.8K 0.01%
100
ARES icon
202
Ares Management
ARES
$26.1B
$39.1K 0.01%
242
+19
ZBRA icon
203
Zebra Technologies
ZBRA
$11.3B
$38.9K 0.01%
160
UYG icon
204
ProShares Ultra Financials
UYG
$715M
$38.5K 0.01%
420
CE icon
205
Celanese
CE
$7.65B
$38.1K 0.01%
901
+701
BX icon
206
Blackstone
BX
$99.5B
$37.6K 0.01%
244
RYN icon
207
Rayonier
RYN
$6.35B
$37.5K 0.01%
1,732
+519
FAST icon
208
Fastenal
FAST
$51.3B
$37.3K 0.01%
930
BAX icon
209
Baxter International
BAX
$9.36B
$36.7K 0.01%
1,919
+95
DOW icon
210
Dow Inc
DOW
$28.7B
$36.1K 0.01%
1,543
-1,140
ILMN icon
211
Illumina
ILMN
$20.2B
$36.1K 0.01%
275
IP icon
212
International Paper
IP
$19.2B
$35.8K 0.01%
908
-1,858
TXT icon
213
Textron
TXT
$15.7B
$34.9K 0.01%
401
NOW icon
214
ServiceNow
NOW
$99.9B
$32.9K 0.01%
215
DRI icon
215
Darden Restaurants
DRI
$22.5B
$32.4K 0.01%
176
DVN icon
216
Devon Energy
DVN
$28.4B
$32.3K 0.01%
881
-159
ING icon
217
ING
ING
$84B
$31.5K 0.01%
1,124
SLB icon
218
SLB Ltd
SLB
$77.7B
$30.7K 0.01%
799
VOX icon
219
Vanguard Communication Services ETF
VOX
$6.02B
$30.6K 0.01%
158
SYY icon
220
Sysco
SYY
$35.4B
$29K 0.01%
394
+10
AMGN icon
221
Amgen
AMGN
$188B
$27.8K 0.01%
85
AMD icon
222
Advanced Micro Devices
AMD
$454B
$27.6K 0.01%
129
TRP icon
223
TC Energy
TRP
$62.9B
$27.3K 0.01%
496
VTI icon
224
Vanguard Total Stock Market ETF
VTI
$605B
$25.5K 0.01%
76
EQT icon
225
EQT Corp
EQT
$36.5B
$25.4K 0.01%
473
7 8
9
10 11