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

Top Buys

1
+$6.64M
2
+$3.37M
3
+$3.24M
4
GS.PRA icon
Goldman Sachs Group Inc Depositary Shares
GS.PRA
+$1.59M
5
STI.PRA
Sun Trust Banks, Inc. Depositary Shares (1/4,000th Interest in Preferred Stock, Series A)
STI.PRA
+$1.49M

Top Sells

1
+$822K
2
+$380K
3
+$324K
4
PM icon
Philip Morris
PM
+$322K
5
GLD icon
SPDR Gold Trust
GLD
+$307K

Sector Composition

1 Healthcare 9.64%
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
251
$11K ﹤0.01%
287
252
$11K ﹤0.01%
64
253
$11K ﹤0.01%
58
254
$11K ﹤0.01%
160
255
$11K ﹤0.01%
+100
256
$11K ﹤0.01%
159
257
$11K ﹤0.01%
213
+2
258
$10K ﹤0.01%
193
259
$10K ﹤0.01%
125
260
$10K ﹤0.01%
70
261
$10K ﹤0.01%
+100
262
$10K ﹤0.01%
162
263
$9K ﹤0.01%
65
264
$9K ﹤0.01%
110
265
$9K ﹤0.01%
240
266
$9K ﹤0.01%
140
267
$9K ﹤0.01%
155
268
$9K ﹤0.01%
415
269
$9K ﹤0.01%
500
270
$8K ﹤0.01%
233
271
$8K ﹤0.01%
1,050
272
$8K ﹤0.01%
170
273
$8K ﹤0.01%
+255
274
$8K ﹤0.01%
417
275
$8K ﹤0.01%
74
9 10
11
12 13