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
276
$12K 0.01%
235
-52
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$12K 0.01%
64
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$12K 0.01%
590
279
$12K 0.01%
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$10K 0.01%
600
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$10K 0.01%
70
285
$10K 0.01%
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286
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$10K 0.01%
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288
$10K 0.01%
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289
$9K ﹤0.01%
65
290
$9K ﹤0.01%
110
291
$9K ﹤0.01%
+540
292
$9K ﹤0.01%
442
293
$9K ﹤0.01%
500
294
$8K ﹤0.01%
115
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$8K ﹤0.01%
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$8K ﹤0.01%
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297
$8K ﹤0.01%
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298
$8K ﹤0.01%
230
299
$8K ﹤0.01%
155
300
$8K ﹤0.01%
200
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