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
176
$52K 0.02%
610
177
$50K 0.02%
1,400
178
$49K 0.02%
258
179
$47K 0.02%
390
180
$47K 0.02%
4,900
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181
$43K 0.02%
3,600
-2,220
182
$41K 0.02%
774
183
$40K 0.02%
503
184
$40K 0.02%
760
+120
185
$38K 0.02%
5,600
186
$37K 0.02%
560
187
$36K 0.02%
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188
$34K 0.02%
520
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189
$34K 0.02%
3,104
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190
$34K 0.02%
750
191
$33K 0.01%
+1,427
192
$32K 0.01%
500
193
$31K 0.01%
115
194
$31K 0.01%
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195
$28K 0.01%
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196
$28K 0.01%
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197
$28K 0.01%
280
198
$28K 0.01%
300
199
$28K 0.01%
500
200
$27K 0.01%
170
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8
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