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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.82 | 0.82 | 0.00 |
Shares | 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 | 19.61 |
Price to Book | 4.43 | 3.68 |
Price to Sales | 3.07 | 2.35 |
Price to Cash Flow | 16.59 | 13.51 |
Dividend Yield | 1.26 | 1.62 |
5 Years Earnings Growth | 11.98 | 11.58 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.21 | 26.45 |
Healthcare | 14.87 | 13.69 |
Financial Services | 13.57 | 14.22 |
Consumer Cyclical | 9.82 | 10.21 |
Communication Services | 8.93 | 8.21 |
Industrials | 8.75 | 10.18 |
Consumer Defensive | 5.46 | 6.54 |
Utilities | 3.61 | 2.51 |
Energy | 3.50 | 4.48 |
Basic Materials | 1.89 | 2.74 |
Real Estate | 1.38 | 2.33 |
Number of long holdings: 74
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.10 | 442.57 | +0.22% | |
NVIDIA | US67066G1040 | 5.07 | 131.88 | +1.75% | |
Alphabet A | US02079K3059 | 4.96 | 176.79 | +0.93% | |
Amazon.com | US0231351067 | 4.89 | 183.66 | -0.09% | |
Apple | US0378331005 | 4.74 | 212.49 | -0.82% | |
Meta Platforms | US30303M1027 | 2.65 | 504.16 | +0.11% | |
JPMorgan | US46625H1005 | 2.48 | 193.78 | +0.06% | |
Eli Lilly | US5324571083 | 2.46 | 878.45 | -0.55% | |
Broadcom | US11135F1012 | 2.24 | 1,735.04 | +3.34% | |
P&G | US7427181091 | 2.19 | 166.79 | +0.23% |
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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