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
101
$325K 0.15%
11,901
102
$309K 0.14%
8,976
103
$296K 0.13%
2,102
104
$286K 0.13%
8,999
+880
105
$284K 0.13%
23,982
-300
106
$279K 0.13%
6,160
107
$270K 0.12%
10,326
-400
108
$269K 0.12%
3,622
-920
109
$269K 0.12%
7,470
+1,130
110
$264K 0.12%
+10,129
111
$260K 0.12%
14,751
112
$258K 0.12%
9,458
+1,103
113
$257K 0.12%
5,673
114
$255K 0.11%
1,469
+718
115
$254K 0.11%
5,775
116
$250K 0.11%
1,770
117
$249K 0.11%
2,324
118
$248K 0.11%
7,078
+11
119
$245K 0.11%
3,732
+101
120
$239K 0.11%
12,250
121
$236K 0.11%
+2,990
122
$230K 0.1%
4,087
123
$224K 0.1%
1,488
+16
124
$207K 0.09%
3,585
125
$207K 0.09%
4,000
3 4
5
6 7