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
$197M
AUM Growth
-$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$310K
3
+$297K
4
TBT icon
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
+$295K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$276K

Top Sells

1
+$4.02M
2
+$2.35M
3
+$1.59M
4
STI.PRA
Sun Trust Banks, Inc. Depositary Shares (1/4,000th Interest in Preferred Stock, Series A)
STI.PRA
+$1.49M
5
GS.PRC icon
Goldman Sachs Group Inc Series C Preferred Stock
GS.PRC
+$508K

Sector Composition

1 Healthcare 11.41%
2 Industrials 10.3%
3 Technology 9.94%
4 Financials 9.53%
5 Energy 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$23K 0.01%
+1,755
227
$23K 0.01%
+100
228
$22K 0.01%
1,700
229
$22K 0.01%
+334
230
$22K 0.01%
+642
231
$22K 0.01%
600
232
$22K 0.01%
224
233
$21K 0.01%
7,000
234
$21K 0.01%
466
235
$21K 0.01%
400
236
$20K 0.01%
360
237
$19K 0.01%
476
238
$19K 0.01%
+280
239
$18K 0.01%
+500
240
$18K 0.01%
+554
241
$18K 0.01%
300
242
$18K 0.01%
300
243
$18K 0.01%
+351
244
$17K 0.01%
290
245
$17K 0.01%
96
246
$17K 0.01%
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247
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200
248
$16K 0.01%
184
249
$16K 0.01%
200
250
$16K 0.01%
174
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10
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