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
151
$109K 0.06%
60
152
$109K 0.06%
690
+50
153
$108K 0.05%
6,010
-350
154
$106K 0.05%
1,680
155
$101K 0.05%
670
156
$98K 0.05%
1,283
157
$97K 0.05%
1,134
158
$90K 0.05%
2,077
159
$89K 0.05%
2,649
160
$87K 0.04%
+1,900
161
$86K 0.04%
1,025
162
$84K 0.04%
+570
163
$84K 0.04%
1,750
164
$79K 0.04%
670
165
$79K 0.04%
+2,744
166
$79K 0.04%
780
167
$77K 0.04%
1,940
168
$75K 0.04%
2,445
169
$74K 0.04%
+2,050
170
$72K 0.04%
500
171
$70K 0.04%
2,090
172
$70K 0.04%
1,000
173
$69K 0.04%
6,000
+1,100
174
$67K 0.03%
150
175
$67K 0.03%
350
5 6
7
8 9