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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.82 | 0.82 | 0.00 |
Stocks | 98.93 | 98.93 | 0.00 |
Preferred | 0.19 | 0.19 | 0.00 |
Other | 0.06 | 0.06 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.57 | 19.65 |
Price to Book | 4.43 | 3.70 |
Price to Sales | 3.07 | 2.36 |
Price to Cash Flow | 16.59 | 13.57 |
Dividend Yield | 1.26 | 1.61 |
5 Years Earnings Growth | 11.98 | 11.61 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.21 | 26.48 |
Healthcare | 14.87 | 13.69 |
Financial Services | 13.57 | 14.24 |
Consumer Cyclical | 9.82 | 10.25 |
Communication Services | 8.93 | 8.20 |
Industrials | 8.75 | 10.19 |
Consumer Defensive | 5.46 | 6.53 |
Utilities | 3.61 | 2.44 |
Energy | 3.50 | 4.46 |
Basic Materials | 1.89 | 2.75 |
Real Estate | 1.38 | 2.35 |
Number of long holdings: 74
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.10 | 415.13 | +0.23% | |
NVIDIA | US67066G1040 | 5.07 | 1,096.33 | -0.82% | |
Alphabet A | US02079K3059 | 4.96 | 172.50 | +0.23% | |
Amazon.com | US0231351067 | 4.89 | 176.44 | -1.60% | |
Apple | US0378331005 | 4.74 | 192.25 | +0.54% | |
Meta Platforms | US30303M1027 | 2.65 | 466.83 | +0.05% | |
JPMorgan | US46625H1005 | 2.48 | 202.63 | +1.66% | |
Eli Lilly | US5324571083 | 2.46 | 820.34 | +0.65% | |
Broadcom | US11135F1012 | 2.24 | 1,328.55 | -2.45% | |
P&G | US7427181091 | 2.19 | 164.54 | +1.21% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Hartford Dividend and Growth A | 4.97B | 4.31 | 7.00 | 10.20 | ||
Hartford Capital Appreciation A | 4.6B | 3.87 | 2.17 | 9.19 | ||
Hartford Balanced Income A | 4.23B | -0.43 | 0.90 | 5.22 | ||
Hartford Dividend and Growth I | 4.28B | 4.40 | 7.26 | 10.47 | ||
Hartford Balanced Income I | 3.7B | -0.37 | 1.12 | 5.47 |
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