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
$223M
AUM Growth
+$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$6.64M
2
+$3.37M
3
+$3.24M
4
GS.PRA icon
Goldman Sachs Group Inc Depositary Shares
GS.PRA
+$1.59M
5
STI.PRA
Sun Trust Banks, Inc. Depositary Shares (1/4,000th Interest in Preferred Stock, Series A)
STI.PRA
+$1.49M

Top Sells

1
+$822K
2
+$380K
3
+$324K
4
PM icon
Philip Morris
PM
+$322K
5
GLD icon
SPDR Gold Trust
GLD
+$307K

Sector Composition

1 Healthcare 9.64%
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
26
$2.35M 1.06%
29,158
-530
27
$2.35M 1.06%
29,143
+551
28
$2.24M 1%
51,784
-378
29
$2.13M 0.96%
63,522
+1,802
30
$2.04M 0.92%
39,026
+200
31
$2M 0.9%
38,340
+220
32
$1.91M 0.86%
22,331
-410
33
$1.91M 0.86%
66,986
+2,125
34
$1.8M 0.81%
13,907
+33
35
$1.78M 0.8%
15,453
-225
36
$1.75M 0.79%
44,026
+1,232
37
$1.74M 0.78%
42,864
-250
38
$1.68M 0.76%
55,981
-197
39
$1.66M 0.74%
27,093
+105
40
$1.63M 0.73%
45,232
+5,020
41
$1.59M 0.72%
+66,163
42
$1.58M 0.71%
17,066
-100
43
$1.5M 0.67%
7,573
-149
44
$1.49M 0.67%
+60,000
45
$1.46M 0.66%
13,387
-247
46
$1.42M 0.64%
35,491
+2,082
47
$1.38M 0.62%
12,810
-146
48
$1.37M 0.61%
24,153
-157
49
$1.35M 0.61%
19,610
+2,150
50
$1.3M 0.58%
+103,900
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2
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