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
201
$37K 0.02%
3,112
+8
202
$36K 0.02%
115
203
$34K 0.02%
520
204
$34K 0.02%
500
205
$33K 0.02%
1,427
206
$33K 0.02%
500
207
$31K 0.02%
820
208
$31K 0.02%
+1,460
209
$31K 0.02%
700
210
$31K 0.02%
170
211
$30K 0.02%
280
212
$29K 0.01%
+2,075
213
$29K 0.01%
500
214
$28K 0.01%
1,099
215
$28K 0.01%
450
216
$28K 0.01%
550
-1,000
217
$28K 0.01%
205
218
$27K 0.01%
300
219
$26K 0.01%
760
220
$26K 0.01%
+105
221
$26K 0.01%
84
222
$26K 0.01%
200
223
$24K 0.01%
598
224
$23K 0.01%
880
225
$23K 0.01%
+732
7 8
9
10 11