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
51
$1.38M 0.7%
15,108
-37
52
$1.33M 0.68%
23,498
-655
53
$1.26M 0.64%
6,767
-547
54
$1.19M 0.6%
45,548
+1,000
55
$1.1M 0.56%
13,219
-895
56
$1.09M 0.55%
18,143
+100
57
$1.03M 0.52%
12,903
+220
58
$1.01M 0.51%
38,239
-5,170
59
$1M 0.51%
16,953
-650
60
$979K 0.5%
17,305
+200
61
$974K 0.49%
19,689
-712
62
$970K 0.49%
64,572
+8,788
63
$961K 0.49%
45,382
+6,000
64
$939K 0.48%
12,000
65
$910K 0.46%
14,516
-16
66
$826K 0.42%
10,748
67
$797K 0.4%
7,576
+1,115
68
$783K 0.4%
16,300
+1,000
69
$738K 0.37%
19,182
+3,451
70
$724K 0.37%
5,223
-9
71
$713K 0.36%
7,840
-896
72
$712K 0.36%
14,460
+3,627
73
$697K 0.35%
38,159
-441
74
$677K 0.34%
13,535
-1,238
75
$673K 0.34%
3,440
1 2
3
4 5