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
$197M
AUM Growth
-$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$310K
3
+$298K
4
TBT icon
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
+$293K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$271K

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
351
$2K ﹤0.01%
150
352
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3
-2
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25
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10
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250
359
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+100
360
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2,000
361
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+40
362
$1K ﹤0.01%
62
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83
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48
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100
366
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32
370
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+50
371
$1K ﹤0.01%
167
-65
372
– –
-18
373
– –
-66,163
374
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-125
375
– –
-116
12 13 14
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