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
$223M
AUM Growth
+$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$6.26M
2
+$3.21M
3
+$3.11M
4
GS.PRA icon
Goldman Sachs Group Inc Depositary Shares
GS.PRA
+$1.57M
5
STI.PRA
Sun Trust Banks, Inc. Depositary Shares (1/4,000th Interest in Preferred Stock, Series A)
STI.PRA
+$1.48M

Top Sells

1
+$822K
2
+$380K
3
+$324K
4
PM icon
Philip Morris
PM
+$318K
5
GLD icon
SPDR Gold Trust
GLD
+$307K

Sector Composition

1 Healthcare 9.63%
2 Industrials 8.83%
3 Technology 8.18%
4 Financials 8.02%
5 Energy 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$16K 0.01%
705
227
$16K 0.01%
590
228
$15K 0.01%
237
229
$15K 0.01%
80
230
$15K 0.01%
287
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$15K 0.01%
96
232
$14K 0.01%
185
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$14K 0.01%
200
234
$14K 0.01%
+710
235
$14K 0.01%
420
236
$13K 0.01%
68
237
$13K 0.01%
324
238
$13K 0.01%
99
239
$13K 0.01%
300
240
$13K 0.01%
+305
241
$13K 0.01%
475
+400
242
$12K 0.01%
300
243
$12K 0.01%
175
244
$12K 0.01%
+360
245
$12K 0.01%
114
246
$12K 0.01%
604
+300
247
$12K 0.01%
400
248
$12K 0.01%
+300
249
$12K 0.01%
175
250
$11K ﹤0.01%
159
8 9
10
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