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
76
$642K 0.29%
5,047
-74
77
$641K 0.29%
11,959
78
$637K 0.29%
3,440
-25
79
$630K 0.28%
12,582
80
$612K 0.28%
15,731
+250
81
$605K 0.27%
6,461
+351
82
$570K 0.26%
6,777
83
$553K 0.25%
3,931
84
$533K 0.24%
10,833
-3,180
85
$524K 0.24%
11,700
+2,800
86
$508K 0.23%
+21,470
87
$494K 0.22%
10,326
+15
88
$488K 0.22%
20,144
+4,211
89
$473K 0.21%
14,837
90
$466K 0.21%
18,483
+8,100
91
$435K 0.2%
9,088
+1
92
$400K 0.18%
13,226
+4,411
93
$379K 0.17%
3,234
-2,750
94
$376K 0.17%
6,386
+76
95
$372K 0.17%
5,360
96
$368K 0.17%
+6,935
97
$365K 0.16%
7,860
98
$365K 0.16%
12,705
-211
99
$355K 0.16%
4,800
100
$348K 0.16%
2,870
2 3
4
5 6