
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.11 | 2.12 | 0.01 |
Stocks | 97.34 | 97.34 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.54 | 0.54 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.56 | 20.53 |
Price to Book | 4.06 | 4.00 |
Price to Sales | 3.01 | 2.64 |
Price to Cash Flow | 16.55 | 14.41 |
Dividend Yield | 1.49 | 1.53 |
5 Years Earnings Growth | 10.38 | 10.86 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.12 | 28.40 |
Financial Services | 16.20 | 14.65 |
Consumer Cyclical | 12.92 | 10.66 |
Communication Services | 10.98 | 8.70 |
Healthcare | 8.66 | 12.27 |
Industrials | 8.13 | 9.56 |
Consumer Defensive | 5.08 | 6.04 |
Basic Materials | 3.92 | 2.36 |
Real Estate | 2.73 | 2.26 |
Energy | 2.23 | 3.79 |
Utilities | 2.03 | 2.70 |
Number of long holdings: 146
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.13 | 213.49 | +1.82% | |
NVIDIA | US67066G1040 | 4.63 | 121.67 | +5.27% | |
Microsoft | US5949181045 | 3.91 | 388.56 | +2.58% | |
Alphabet A | US02079K3059 | 3.89 | 165.49 | +1.68% | |
Amazon.com | US0231351067 | 3.78 | 197.95 | +2.09% | |
Meta Platforms | US30303M1027 | 2.61 | 607.60 | +2.87% | |
Broadcom | US11135F1012 | 1.99 | 195.54 | +2.18% | |
Honeywell | US4385161066 | 1.67 | 209.47 | +1.35% | |
Future on E-mini S&P 500 Futures | - | 1.66 | - | - | |
Tesla | US88160R1014 | 1.65 | 249.98 | +3.86% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Hartford Dividend and Growth A | 4.76B | 3.58 | 7.68 | 10.39 | ||
Hartford Dividend and Growth I | 4.31B | 3.64 | 7.92 | 10.65 | ||
Hartford Balanced Income A | 4.44B | 3.67 | 3.82 | 5.77 | ||
Hartford Schroders International St | 3.95B | 6.81 | 5.61 | 7.17 | ||
Hartford International Value I | 3.69B | 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