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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.55 | 0.55 | 0.00 |
Stocks | 99.45 | 99.45 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.57 | 20.05 |
Price to Book | 4.70 | 3.93 |
Price to Sales | 3.11 | 2.58 |
Price to Cash Flow | 16.92 | 14.23 |
Dividend Yield | 1.14 | 1.54 |
5 Years Earnings Growth | 13.35 | 12.00 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.56 | 28.34 |
Financial Services | 12.97 | 14.15 |
Healthcare | 12.66 | 12.91 |
Consumer Cyclical | 10.31 | 10.14 |
Communication Services | 8.54 | 8.25 |
Industrials | 7.69 | 9.77 |
Utilities | 4.32 | 2.83 |
Consumer Defensive | 4.07 | 6.19 |
Energy | 2.80 | 3.90 |
Real Estate | 2.42 | 2.37 |
Basic Materials | 1.65 | 2.54 |
Number of long holdings: 72
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 7.61 | 258.20 | +1.15% | |
Microsoft | US5949181045 | 6.73 | 439.33 | +0.94% | |
NVIDIA | US67066G1040 | 6.54 | 140.22 | +0.39% | |
Amazon.com | US0231351067 | 4.65 | 229.05 | +1.77% | |
Alphabet A | US02079K3059 | 4.39 | 196.11 | +0.76% | |
Broadcom | US11135F1012 | 2.70 | 239.68 | +3.15% | |
Meta Platforms | US30303M1027 | 2.69 | 607.75 | +1.32% | |
UnitedHealth | US91324P1021 | 2.26 | 506.10 | -0.05% | |
JPMorgan | US46625H1005 | 2.26 | 242.31 | +1.64% | |
Mastercard | US57636Q1040 | 2.18 | 535.71 | +1.28% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Hartford Dividend and Growth A | 4.97B | 17.94 | 9.31 | 10.66 | ||
Hartford Capital Appreciation A | 4.88B | 24.40 | 8.37 | 10.24 | ||
Hartford Dividend and Growth I | 4.58B | 18.17 | 9.57 | 10.93 | ||
Hartford Balanced Income A | 4.4B | 10.02 | 3.53 | 5.85 | ||
Hartford Balanced Income I | 3.54B | 10.29 | 3.80 | 6.11 |
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