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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.57 | 1.57 | 0.00 |
Stocks | 97.78 | 97.78 | 0.00 |
Preferred | 0.03 | 0.03 | 0.00 |
Other | 0.63 | 0.63 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.60 | 19.75 |
Price to Book | 3.48 | 3.71 |
Price to Sales | 2.44 | 2.37 |
Price to Cash Flow | 15.31 | 13.66 |
Dividend Yield | 1.59 | 1.60 |
5 Years Earnings Growth | 11.60 | 11.64 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.76 | 26.53 |
Financial Services | 15.09 | 14.26 |
Healthcare | 11.83 | 13.70 |
Consumer Cyclical | 10.80 | 10.26 |
Communication Services | 8.90 | 8.18 |
Industrials | 8.90 | 10.16 |
Consumer Defensive | 6.38 | 6.51 |
Basic Materials | 4.31 | 2.74 |
Real Estate | 3.57 | 2.37 |
Energy | 3.40 | 4.44 |
Utilities | 1.07 | 2.41 |
Number of long holdings: 170
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 5.51 | - | - | |
NVIDIA Corp | - | 3.86 | - | - | |
Apple Inc | - | 3.81 | - | - | |
Alphabet Inc Class A | - | 2.69 | - | - | |
Amazon.com Inc | - | 2.68 | - | - | |
Meta Platforms Inc Class A | - | 2.50 | - | - | |
UnitedHealth Group Inc | - | 2.16 | - | - | |
American Express Co | - | 2.03 | - | - | |
American Tower Corp | - | 1.76 | - | - | |
Chubb | CH0044328745 | 1.53 | 274.43 | +3.60% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Hartford Dividend and Growth A | 5.11B | 4.31 | 7.00 | 10.20 | ||
Hartford Balanced Income A | 4.29B | -0.43 | 0.90 | 5.22 | ||
Hartford Dividend and Growth I | 4.37B | 4.40 | 7.26 | 10.47 | ||
Hartford Balanced Income I | 3.8B | -0.37 | 1.12 | 5.47 | ||
Hartford Capital Appreciation HLS | 3.33B | 4.69 | 3.85 | 9.67 |
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