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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.92 | 1.92 | 0.00 |
Stocks | 97.43 | 97.43 | 0.00 |
Preferred | 0.03 | 0.03 | 0.00 |
Other | 0.62 | 0.62 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.50 | 19.65 |
Price to Book | 3.33 | 3.70 |
Price to Sales | 2.27 | 2.36 |
Price to Cash Flow | 13.78 | 13.57 |
Dividend Yield | 1.73 | 1.61 |
5 Years Earnings Growth | 11.37 | 11.61 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.85 | 26.48 |
Financial Services | 15.14 | 14.24 |
Healthcare | 11.39 | 13.69 |
Consumer Cyclical | 10.68 | 10.25 |
Communication Services | 8.97 | 8.20 |
Industrials | 8.62 | 10.19 |
Consumer Defensive | 6.70 | 6.53 |
Basic Materials | 4.70 | 2.75 |
Energy | 3.57 | 4.46 |
Real Estate | 2.91 | 2.35 |
Utilities | 1.47 | 2.44 |
Number of long holdings: 172
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.20 | 415.13 | +0.23% | |
Apple | US0378331005 | 4.94 | 192.25 | +0.54% | |
NVIDIA | US67066G1040 | 3.76 | 1,096.33 | -0.82% | |
Amazon.com | US0231351067 | 2.69 | 176.44 | -1.60% | |
Alphabet A | US02079K3059 | 2.53 | 172.50 | +0.23% | |
UnitedHealth | US91324P1021 | 2.31 | 495.37 | +2.85% | |
American Express | US0258161092 | 2.16 | 240.00 | +1.17% | |
Meta Platforms | US30303M1027 | 1.79 | 466.83 | +0.05% | |
Honeywell | US4385161066 | 1.71 | 202.19 | +0.65% | |
Chevron | US1667641005 | 1.44 | 162.30 | +2.55% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Hartford Dividend and Growth A | 5.04B | 4.31 | 7.00 | 10.20 | ||
Hartford Balanced Income A | 4.27B | -0.43 | 0.90 | 5.22 | ||
Hartford Dividend and Growth I | 4.33B | 4.40 | 7.26 | 10.47 | ||
Hartford Balanced Income I | 3.73B | -0.37 | 1.12 | 5.47 | ||
Hartford Capital Appreciation HLS | 3.3B | 4.69 | 3.85 | 9.67 |
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