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
51
$1.27M 0.57%
27,884
-247
52
$1.25M 0.56%
15,145
-100
53
$1.23M 0.55%
43,409
-3,166
54
$1.23M 0.55%
15,975
55
$1.23M 0.55%
13,225
-385
56
$1.22M 0.55%
7,314
-90
57
$1.22M 0.55%
29,606
-500
58
$1.21M 0.54%
44,548
+1,900
59
$1.17M 0.53%
14,114
-1,749
60
$1.03M 0.46%
39,382
-213
61
$1.03M 0.46%
18,043
62
$983K 0.44%
12,683
-20
63
$955K 0.43%
17,105
-400
64
$920K 0.41%
17,603
-734
65
$911K 0.41%
20,401
+1,350
66
$880K 0.4%
12,000
67
$879K 0.4%
14,532
+32
68
$842K 0.38%
55,784
+16,741
69
$823K 0.37%
10,748
+1,936
70
$787K 0.35%
38,600
+34,340
71
$769K 0.35%
5,232
72
$761K 0.34%
8,736
+5
73
$740K 0.33%
15,300
74
$649K 0.29%
14,773
-700
75
$646K 0.29%
4,223
+1
1 2
3
4 5