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
176
$67K 0.03%
150
177
$66K 0.03%
+2,046
178
$63K 0.03%
4,200
179
$59K 0.03%
+1,352
180
$57K 0.03%
5,400
181
$56K 0.03%
610
182
$56K 0.03%
610
183
$55K 0.03%
+1,941
184
$54K 0.03%
+2,499
185
$54K 0.03%
390
186
$53K 0.03%
4,500
+1,990
187
$52K 0.03%
5,326
188
$50K 0.03%
3,600
189
$49K 0.02%
258
190
$47K 0.02%
1,400
191
$45K 0.02%
+300
192
$42K 0.02%
+3,046
193
$42K 0.02%
774
194
$41K 0.02%
503
195
$40K 0.02%
5,600
196
$39K 0.02%
716
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197
$39K 0.02%
675
198
$39K 0.02%
560
199
$38K 0.02%
760
200
$37K 0.02%
+1,479
6 7
8
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