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
301
$8K ﹤0.01%
71
302
$8K ﹤0.01%
74
303
$8K ﹤0.01%
262
+1
304
$7K ﹤0.01%
176
305
$7K ﹤0.01%
137
306
$7K ﹤0.01%
400
307
$7K ﹤0.01%
+133
308
$7K ﹤0.01%
1,600
+1,400
309
$7K ﹤0.01%
400
310
$6K ﹤0.01%
100
311
$6K ﹤0.01%
+300
312
$6K ﹤0.01%
+80
313
$6K ﹤0.01%
100
314
$6K ﹤0.01%
175
315
$6K ﹤0.01%
417
316
$6K ﹤0.01%
415
317
$6K ﹤0.01%
476
318
$5K ﹤0.01%
111
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$5K ﹤0.01%
175
320
$5K ﹤0.01%
+239
321
$4K ﹤0.01%
+500
322
$4K ﹤0.01%
+248
323
$4K ﹤0.01%
224
324
$4K ﹤0.01%
335
-131
325
$4K ﹤0.01%
3,000
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