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
126
$200K 0.1%
3,585
127
$192K 0.1%
1,573
128
$189K 0.1%
7,400
129
$180K 0.09%
+1,395
130
$175K 0.09%
3,755
131
$171K 0.09%
2,749
-141
132
$168K 0.09%
1,430
133
$165K 0.08%
+3,000
134
$155K 0.08%
2,803
135
$151K 0.08%
1,210
136
$150K 0.08%
1,301
+53
137
$149K 0.08%
1,921
138
$144K 0.07%
2,950
+2,200
139
$143K 0.07%
2,476
140
$139K 0.07%
1,657
141
$135K 0.07%
1,840
142
$128K 0.06%
2,000
143
$122K 0.06%
516
144
$121K 0.06%
+2,314
145
$118K 0.06%
1,600
146
$117K 0.06%
1,616
147
$115K 0.06%
2,500
148
$112K 0.06%
1,600
149
$112K 0.06%
1,900
150
$110K 0.06%
+2,500
4 5
6
7 8