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
$197M
AUM Growth
-$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$310K
3
+$297K
4
TBT icon
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
+$295K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$276K

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
26
$2.2M 1.11%
64,574
+1,052
27
$2.18M 1.11%
38,926
-100
28
$2.1M 1.07%
51,737
-47
29
$2.06M 1.04%
39,160
+820
30
$1.96M 0.99%
66,305
-681
31
$1.92M 0.97%
7,549
-24
32
$1.92M 0.97%
119,788
-5,987
33
$1.87M 0.95%
44,785
+759
34
$1.76M 0.89%
42,814
-50
35
$1.73M 0.88%
22,256
-75
36
$1.72M 0.87%
15,453
37
$1.68M 0.85%
55,984
+3
38
$1.66M 0.84%
27,198
+105
39
$1.63M 0.83%
17,000
-66
40
$1.62M 0.82%
36,363
+872
41
$1.6M 0.81%
12,814
+4
42
$1.59M 0.81%
13,763
-144
43
$1.59M 0.81%
41,284
-3,948
44
$1.57M 0.8%
13,541
+154
45
$1.54M 0.78%
29,606
46
$1.52M 0.77%
20,460
+850
47
$1.44M 0.73%
15,042
+1,817
48
$1.43M 0.73%
15,975
49
$1.41M 0.71%
27,626
-258
50
$1.4M 0.71%
103,900
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