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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%
73
-29
352
$2K ﹤0.01%
+44
353
$2K ﹤0.01%
111
-43
354
$2K ﹤0.01%
55
355
$2K ﹤0.01%
10
356
$2K ﹤0.01%
43
357
$2K ﹤0.01%
37
-15
358
$2K ﹤0.01%
250
359
$2K ﹤0.01%
+100
360
$1K ﹤0.01%
14
361
$1K ﹤0.01%
32
362
$1K ﹤0.01%
+50
363
$1K ﹤0.01%
167
-65
364
$1K ﹤0.01%
2,000
365
$1K ﹤0.01%
+40
366
$1K ﹤0.01%
62
-25
367
$1K ﹤0.01%
83
-33
368
$1K ﹤0.01%
48
-19
369
$1K ﹤0.01%
100
370
$1K ﹤0.01%
+95
371
$1K ﹤0.01%
20
372
– –
-18
373
– –
-1,050
374
– –
-10
375
– –
-21,470
12 13 14
15
16