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
326
$2K ﹤0.01%
43
327
$2K ﹤0.01%
250
328
$1K ﹤0.01%
+10
329
$1K ﹤0.01%
55
-81
330
$1K ﹤0.01%
50
331
$1K ﹤0.01%
100
332
$1K ﹤0.01%
+20
333
$1K ﹤0.01%
150
-655
334
$1K ﹤0.01%
14
335
$1K ﹤0.01%
+32
336
– –
-1,310
337
– –
-13,870
338
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-321
339
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340
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341
$0 ﹤0.01%
+18
342
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343
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344
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