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
126
$204K 0.09%
1,682
127
$199K 0.09%
1,573
+278
128
$187K 0.08%
7,400
129
$183K 0.08%
5,978
+474
130
$181K 0.08%
3,755
-194
131
$170K 0.08%
+1,921
132
$165K 0.07%
2,890
-65
133
$151K 0.07%
1,430
134
$151K 0.07%
1,248
+2
135
$149K 0.07%
1,210
136
$147K 0.07%
2,803
+150
137
$138K 0.06%
1,657
138
$135K 0.06%
1,840
-300
139
$134K 0.06%
2,476
140
$132K 0.06%
1,600
141
$119K 0.05%
1,600
142
$117K 0.05%
1,750
143
$114K 0.05%
716
144
$114K 0.05%
516
145
$112K 0.05%
60
146
$108K 0.05%
1,616
147
$107K 0.05%
2,500
148
$107K 0.05%
2,000
149
$107K 0.05%
1,680
-760
150
$105K 0.05%
1,900
4 5
6
7 8