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
101
$295K 0.15%
6,160
102
$295K 0.15%
+8,300
103
$294K 0.15%
7,590
+512
104
$288K 0.15%
7,820
+350
105
$281K 0.14%
4,032
+300
106
$281K 0.14%
10,797
+668
107
$278K 0.14%
5,775
108
$277K 0.14%
8,182
-817
109
$276K 0.14%
+1,100
110
$272K 0.14%
8,176
-800
111
$267K 0.14%
14,751
112
$266K 0.14%
5,673
113
$264K 0.13%
1,770
114
$263K 0.13%
12,675
+425
115
$254K 0.13%
1,488
116
$253K 0.13%
2,324
117
$244K 0.12%
2,990
118
$236K 0.12%
1,349
-120
119
$229K 0.12%
3,622
120
$229K 0.12%
4,087
121
$229K 0.12%
8,355
-1,103
122
$222K 0.11%
1,682
123
$214K 0.11%
4,000
124
$207K 0.11%
5,988
+10
125
$203K 0.1%
+1,629
3 4
5
6 7