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
276
$7K ﹤0.01%
+200
277
$7K ﹤0.01%
71
278
$7K ﹤0.01%
442
279
$7K ﹤0.01%
137
280
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+116
281
$7K ﹤0.01%
261
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$6K ﹤0.01%
176
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$6K ﹤0.01%
+400
284
$6K ﹤0.01%
466
-262
285
$6K ﹤0.01%
175
286
$6K ﹤0.01%
400
287
$5K ﹤0.01%
175
288
$5K ﹤0.01%
476
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$5K ﹤0.01%
100
290
$5K ﹤0.01%
111
291
$5K ﹤0.01%
100
292
$5K ﹤0.01%
5
293
$4K ﹤0.01%
+154
294
$4K ﹤0.01%
224
295
$4K ﹤0.01%
3,000
296
$4K ﹤0.01%
226
297
$4K ﹤0.01%
484
298
$4K ﹤0.01%
102
299
$4K ﹤0.01%
+1,000
300
$3K ﹤0.01%
57
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