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
276
$7K ﹤0.01%
442
277
$7K ﹤0.01%
137
278
$7K ﹤0.01%
+116
279
$7K ﹤0.01%
+230
280
$7K ﹤0.01%
+200
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$7K ﹤0.01%
71
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$7K ﹤0.01%
261
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$6K ﹤0.01%
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+400
285
$6K ﹤0.01%
466
-262
286
$6K ﹤0.01%
175
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$6K ﹤0.01%
400
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$5K ﹤0.01%
5
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$5K ﹤0.01%
100
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$5K ﹤0.01%
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$5K ﹤0.01%
100
292
$5K ﹤0.01%
175
293
$5K ﹤0.01%
476
294
$4K ﹤0.01%
+154
295
$4K ﹤0.01%
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296
$4K ﹤0.01%
102
297
$4K ﹤0.01%
3,000
298
$4K ﹤0.01%
226
299
$4K ﹤0.01%
+1,000
300
$4K ﹤0.01%
484
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