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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.61 | 2.61 | 0.00 |
Stocks | 96.98 | 96.98 | 0.00 |
Other | 0.41 | 0.41 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.53 | 19.60 |
Price to Book | 4.01 | 3.69 |
Price to Sales | 2.50 | 2.35 |
Price to Cash Flow | 14.24 | 13.52 |
Dividend Yield | 1.56 | 1.62 |
5 Years Earnings Growth | 11.36 | 11.60 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.29 | 26.45 |
Healthcare | 12.95 | 13.69 |
Financial Services | 12.43 | 14.22 |
Industrials | 9.53 | 10.17 |
Consumer Cyclical | 9.38 | 10.24 |
Communication Services | 9.25 | 8.20 |
Consumer Defensive | 7.58 | 6.54 |
Energy | 4.49 | 4.48 |
Basic Materials | 3.67 | 2.75 |
Real Estate | 2.69 | 2.34 |
Utilities | 1.74 | 2.49 |
Number of long holdings: 188
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.12 | 423.85 | -0.16% | |
Apple | US0378331005 | 4.88 | 196.89 | +1.24% | |
NVIDIA | US67066G1040 | 3.75 | 120.89 | -0.09% | |
Amazon.com | US0231351067 | 2.94 | 184.30 | -0.38% | |
Alphabet A | US02079K3059 | 2.46 | 174.45 | -1.29% | |
Future on E-mini S&P 500 Futures | - | 2.00 | - | - | |
UnitedHealth | US91324P1021 | 1.81 | 490.69 | -2.24% | |
Meta Platforms | US30303M1027 | 1.77 | 492.96 | -0.16% | |
Chubb | CH0044328745 | 1.55 | 267.22 | +1.32% | |
TJX | US8725401090 | 1.37 | 107.44 | +0.48% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Hartford Dividend and Growth A | 5B | 8.78 | 8.00 | 10.49 | ||
Hartford Capital Appreciation A | 4.67B | 9.07 | 4.21 | 9.44 | ||
Hartford Dividend and Growth I | 4.31B | 8.87 | 8.25 | 10.76 | ||
Hartford Balanced Income A | 4.24B | 2.04 | 1.17 | 5.33 | ||
Hartford Balanced Income I | 3.72B | 2.17 | 1.44 | 5.59 |
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