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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.41 | 0.42 | 0.01 |
Stocks | 99.59 | 99.59 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.45 | 12.52 |
Price to Book | 1.89 | 1.50 |
Price to Sales | 2.58 | 2.32 |
Price to Cash Flow | 12.78 | 21.35 |
Dividend Yield | 1.92 | 2.75 |
5 Years Earnings Growth | 8.67 | 9.85 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 85.71 | 94.38 |
Technology | 7.99 | 7.47 |
Industrials | 4.28 | 3.57 |
Real Estate | 2.02 | 2.16 |
Number of long holdings: 44
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 7.28 | 210.50 | +0.34% | |
Chubb | CH0044328745 | 6.96 | 289.57 | -0.09% | |
Visa A | US92826C8394 | 4.26 | 275.17 | +1.28% | |
ICE | US45866F1049 | 4.22 | 158.62 | +0.32% | |
Ameriprise Financial | US03076C1062 | 4.03 | 468.62 | +0.24% | |
U.S. Bancorp | US9029733048 | 3.99 | 45.48 | +0.40% | |
Bank of America | US0605051046 | 3.87 | 39.40 | -0.30% | |
Fiserv | US3377381088 | 3.72 | 178.38 | +0.55% | |
QCR | US74727A1043 | 3.71 | 72.33 | -0.75% | |
Brown&Brown | US1152361010 | 3.40 | 102.65 | -0.35% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
1919 Socially Responsive Balanced A | 280.19M | 14.46 | 4.15 | 8.80 | ||
1919 Financial Services Fund Classi | 35.5M | 1.27 | 0.95 | 8.23 | ||
1919 Financial Services Fund Classc | 18.35M | 16.70 | 2.01 | 8.43 |
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