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
201
$27K 0.01%
+500
202
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205
203
$26K 0.01%
+450
204
$26K 0.01%
700
205
$26K 0.01%
+733
206
$24K 0.01%
+1,099
207
$24K 0.01%
598
208
$24K 0.01%
200
-200
209
$23K 0.01%
84
210
$22K 0.01%
760
211
$22K 0.01%
880
212
$22K 0.01%
224
213
$20K 0.01%
466
214
$19K 0.01%
174
215
$19K 0.01%
+600
216
$19K 0.01%
600
217
$18K 0.01%
300
218
$18K 0.01%
200
219
$18K 0.01%
360
+150
220
$18K 0.01%
400
221
$17K 0.01%
7,000
222
$17K 0.01%
300
223
$16K 0.01%
290
224
$16K 0.01%
184
225
$16K 0.01%
96
7 8
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