HFM

Hartford Financial Management Portfolio holdings

AUM $392M
1-Year Est. Return 21.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.9%
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
301
$3K ﹤0.01%
188
302
$3K ﹤0.01%
+49
303
$3K ﹤0.01%
+30
304
$3K ﹤0.01%
20
305
$3K ﹤0.01%
733
306
– –
0
307
$3K ﹤0.01%
52
308
$3K ﹤0.01%
189
309
$3K ﹤0.01%
57
310
$3K ﹤0.01%
10
311
$2K ﹤0.01%
25
312
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10
313
$2K ﹤0.01%
232
314
$2K ﹤0.01%
2,000
315
$2K ﹤0.01%
70
316
$2K ﹤0.01%
25
317
$2K ﹤0.01%
50
318
$2K ﹤0.01%
25
319
$2K ﹤0.01%
87
320
$2K ﹤0.01%
116
321
$2K ﹤0.01%
47
322
$2K ﹤0.01%
67
323
$2K ﹤0.01%
145
324
$2K ﹤0.01%
37
325
$2K ﹤0.01%
25
11 12
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