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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.53 | 1.53 | 0.00 |
Stocks | 98.47 | 98.47 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.24 | 15.28 |
Price to Book | 2.72 | 2.41 |
Price to Sales | 2.09 | 1.62 |
Price to Cash Flow | 11.41 | 10.12 |
Dividend Yield | 2.64 | 2.62 |
5 Years Earnings Growth | 9.11 | 9.61 |
Name | Net % | Category Average |
---|---|---|
Technology | 17.95 | 12.44 |
Financial Services | 17.88 | 20.54 |
Healthcare | 14.53 | 15.25 |
Energy | 9.21 | 8.52 |
Industrials | 8.97 | 11.92 |
Communication Services | 8.25 | 5.46 |
Consumer Defensive | 7.09 | 8.47 |
Utilities | 5.77 | 5.05 |
Consumer Cyclical | 4.09 | 6.46 |
Basic Materials | 3.30 | 3.94 |
Real Estate | 2.96 | 3.57 |
Number of long holdings: 79
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.37 | 415.13 | +0.23% | |
Alphabet A | US02079K3059 | 4.17 | 172.50 | +0.23% | |
Wells Fargo&Co | US9497461015 | 3.09 | 59.92 | +1.20% | |
JPMorgan | US46625H1005 | 2.78 | 202.63 | +1.66% | |
Apple | US0378331005 | 2.40 | 192.25 | +0.54% | |
Cisco | US17275R1023 | 2.06 | 46.50 | +0.82% | |
Qualcomm | US7475251036 | 2.03 | 204.05 | -0.33% | |
UnitedHealth | US91324P1021 | 2.02 | 495.37 | +2.85% | |
ConocoPhillips | US20825C1045 | 1.97 | 116.48 | +2.55% | |
TotalEnergies SE ADR | US89151E1091 | 1.83 | 73.04 | +3.02% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Hartford Dividend and Growth A | 5.04B | 4.31 | 7.00 | 10.20 | ||
Hartford Capital Appreciation A | 4.63B | 3.87 | 2.17 | 9.19 | ||
Hartford Balanced Income A | 4.27B | -0.43 | 0.90 | 5.22 | ||
Hartford Dividend and Growth I | 4.33B | 4.40 | 7.26 | 10.47 | ||
Hartford Balanced Income I | 3.73B | -0.37 | 1.12 | 5.47 |
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