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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.15 | 1.15 | 0.00 |
Stocks | 65.66 | 65.66 | 0.00 |
Bonds | 33.19 | 33.19 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.45 | 18.14 |
Price to Book | 3.22 | 3.07 |
Price to Sales | 2.12 | 2.06 |
Price to Cash Flow | 14.06 | 11.92 |
Dividend Yield | 1.92 | 2.01 |
5 Years Earnings Growth | 10.50 | 11.28 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.04 | 22.93 |
Financial Services | 19.52 | 14.99 |
Healthcare | 16.10 | 13.34 |
Industrials | 9.70 | 10.84 |
Consumer Cyclical | 9.19 | 10.06 |
Communication Services | 8.35 | 7.22 |
Consumer Defensive | 3.67 | 6.29 |
Real Estate | 3.32 | 3.53 |
Energy | 3.06 | 5.51 |
Basic Materials | 1.05 | 3.51 |
Number of long holdings: 499
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.44 | 415.13 | +0.23% | |
Alphabet C | US02079K1079 | 3.86 | 173.96 | +0.21% | |
JPMorgan | US46625H1005 | 1.82 | 202.63 | +1.66% | |
UnitedHealth | US91324P1021 | 1.75 | 495.37 | +2.85% | |
Eli Lilly | US5324571083 | 1.64 | 820.34 | +0.65% | |
Broadcom | US11135F1012 | 1.57 | 1,328.55 | -2.45% | |
Elevance Health | US0367521038 | 1.33 | 538.48 | +6.14% | |
Salesforce Inc | US79466L3024 | 1.31 | 234.44 | +7.54% | |
Cisco | US17275R1023 | 1.26 | 46.50 | +0.82% | |
Visa A | US92826C8394 | 1.25 | 272.46 | +0.43% |
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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