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
151
$102K 0.05%
621
+32
152
$97K 0.04%
640
153
$95K 0.04%
6,360
+460
154
$95K 0.04%
1,283
+111
155
$93K 0.04%
1,134
+800
156
$89K 0.04%
2,077
157
$86K 0.04%
670
158
$85K 0.04%
1,550
159
$84K 0.04%
1,025
160
$82K 0.04%
2,649
-108
161
$76K 0.03%
1,940
-880
162
$75K 0.03%
+2,445
163
$74K 0.03%
780
164
$73K 0.03%
150
165
$70K 0.03%
670
166
$67K 0.03%
+2,090
167
$64K 0.03%
500
168
$63K 0.03%
150
169
$61K 0.03%
4,200
170
$59K 0.03%
5,400
171
$58K 0.03%
350
172
$58K 0.03%
1,000
-200
173
$55K 0.02%
610
174
$54K 0.02%
+1,000
175
$53K 0.02%
+5,326
5 6
7
8 9