We are live on ! Find out more
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
351
– –
-13
352
– –
-280
353
– –
-160
354
– –
-2,314
355
$0 ﹤0.01%
+200
356
– –
-100
357
– –
-2,500
358
– –
-110
359
– –
-2,050
360
– –
-642
361
– –
-3,000
362
– –
-2,590
363
– –
-2,412
364
– –
-78
365
– –
-5,696
366
– –
-980
367
– –
-710
368
– –
-3,488
369
– –
-8,300
370
– –
-130
371
– –
-1,000
372
– –
-85
373
– –
-500
374
– –
-22,511
11 12 13 14
15