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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 | 18.12 |
Price to Book | 3.22 | 3.07 |
Price to Sales | 2.12 | 2.06 |
Price to Cash Flow | 14.06 | 11.89 |
Dividend Yield | 1.92 | 2.02 |
5 Years Earnings Growth | 10.50 | 11.28 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.04 | 22.89 |
Financial Services | 19.52 | 15.00 |
Healthcare | 16.10 | 13.35 |
Industrials | 9.70 | 10.84 |
Consumer Cyclical | 9.19 | 10.04 |
Communication Services | 8.35 | 7.24 |
Consumer Defensive | 3.67 | 6.29 |
Real Estate | 3.32 | 3.51 |
Energy | 3.06 | 5.53 |
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 | 442.57 | +0.22% | |
Alphabet C | US02079K1079 | 3.86 | 178.37 | +0.92% | |
JPMorgan | US46625H1005 | 1.82 | 193.78 | +0.06% | |
UnitedHealth | US91324P1021 | 1.75 | 497.12 | -0.04% | |
Eli Lilly | US5324571083 | 1.64 | 878.45 | -0.55% | |
Broadcom | US11135F1012 | 1.57 | 1,735.04 | +3.34% | |
Elevance Health | US0367521038 | 1.33 | 534.81 | -0.73% | |
Salesforce Inc | US79466L3024 | 1.31 | 231.94 | +1.27% | |
Cisco | US17275R1023 | 1.26 | 45.68 | +0.35% | |
Visa A | US92826C8394 | 1.25 | 270.66 | -0.20% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Hartford Dividend and Growth A | 4.97B | 8.78 | 8.00 | 10.49 | ||
Hartford Capital Appreciation A | 4.7B | 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 | 3.71B | 2.17 | 1.44 | 5.59 |
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