
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.75 | 1.75 | 0.00 |
Stocks | 97.71 | 97.71 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.53 | 0.53 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.60 | 20.56 |
Price to Book | 4.18 | 3.99 |
Price to Sales | 3.12 | 2.64 |
Price to Cash Flow | 15.46 | 14.31 |
Dividend Yield | 1.48 | 1.53 |
5 Years Earnings Growth | 10.60 | 10.94 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.93 | 28.33 |
Financial Services | 18.00 | 14.77 |
Consumer Cyclical | 11.92 | 10.60 |
Healthcare | 9.46 | 12.28 |
Communication Services | 8.99 | 8.68 |
Industrials | 7.93 | 9.55 |
Consumer Defensive | 4.77 | 6.08 |
Utilities | 2.96 | 2.70 |
Basic Materials | 2.87 | 2.35 |
Real Estate | 2.62 | 2.27 |
Energy | 2.56 | 3.81 |
Number of long holdings: 147
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.61 | 203.19 | -9.25% | |
NVIDIA | US67066G1040 | 5.03 | 101.80 | -7.81% | |
Microsoft | US5949181045 | 3.91 | 373.11 | -2.36% | |
Amazon.com | US0231351067 | 3.53 | 178.41 | -8.98% | |
Alphabet A | US02079K3059 | 2.62 | 150.72 | -4.02% | |
Broadcom | US11135F1012 | 2.21 | 154.01 | -10.51% | |
Meta Platforms | US30303M1027 | 2.14 | 531.62 | -8.96% | |
Visa A | US92826C8394 | 1.82 | 339.39 | -2.00% | |
Honeywell | US4385161066 | 1.68 | 206.68 | -4.31% | |
UnitedHealth | US91324P1021 | 1.58 | 540.44 | +3.30% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Hartford Dividend and Growth A | 5.04B | 3.58 | 7.68 | 10.39 | ||
Hartford Dividend and Growth I | 4.56B | 3.64 | 7.92 | 10.65 | ||
Hartford Balanced Income A | 4.55B | 3.67 | 3.82 | 5.77 | ||
Hartford Schroders International St | 3.93B | 6.81 | 5.61 | 7.17 | ||
Hartford International Value I | 3.6B | 8.72 | 9.36 | 6.86 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review