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
76
$661K 0.34%
4,224
+1
77
$643K 0.33%
13,312
+730
78
$639K 0.32%
11,887
-72
79
$624K 0.32%
20,812
+7,586
80
$613K 0.31%
6,777
81
$593K 0.3%
3,931
82
$538K 0.27%
21,255
+1,111
83
$526K 0.27%
14,837
84
$526K 0.27%
11,700
85
$516K 0.26%
19,833
+1,350
86
$508K 0.26%
10,342
+16
87
$416K 0.21%
9,089
+1
88
$405K 0.21%
2,870
89
$382K 0.19%
7,860
90
$382K 0.19%
13,455
+750
91
$376K 0.19%
5,360
92
$359K 0.18%
3,234
93
$349K 0.18%
4,800
94
$347K 0.18%
11,901
95
$331K 0.17%
6,388
+2
96
$325K 0.16%
764
+48
97
$320K 0.16%
2,107
+5
98
$314K 0.16%
23,181
-801
99
$310K 0.16%
+2,550
100
$297K 0.15%
+2,684
2 3
4
5 6