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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.750 | 3.370 | 0.620 |
Stocks | 36.130 | 36.260 | 0.130 |
Bonds | 35.440 | 35.440 | 0.000 |
Convertible | 23.530 | 23.530 | 0.000 |
Preferred | 2.160 | 2.160 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.432 | 15.088 |
Price to Book | 3.880 | 2.066 |
Price to Sales | 2.511 | 1.528 |
Price to Cash Flow | 15.778 | 8.387 |
Dividend Yield | 1.133 | 2.634 |
5 Years Earnings Growth | 15.159 | 12.330 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.680 | 17.083 |
Consumer Cyclical | 19.890 | 13.006 |
Healthcare | 11.940 | 11.436 |
Financial Services | 10.980 | 16.621 |
Industrials | 8.830 | 12.421 |
Communication Services | 7.490 | 7.832 |
Utilities | 3.690 | 3.896 |
Basic Materials | 2.990 | 6.299 |
Energy | 2.830 | 5.553 |
Consumer Defensive | 1.490 | 6.889 |
Real Estate | 1.190 | 2.818 |
Number of long holdings: 479
Number of short holdings: 17
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 2.07 | 413.54 | +1.69% | |
Alphabet A | US02079K3059 | 1.65 | 168.10 | +0.51% | |
Amazon.com | US0231351067 | 1.60 | 188.70 | +1.34% | |
Apple | US0378331005 | 1.52 | 181.71 | -0.91% | |
Tesla | US88160R1014 | 1.27 | 184.76 | +1.97% | |
Mastercard | US57636Q1040 | 1.13 | 449.27 | +1.28% | |
NVIDIA | US67066G1040 | 1.07 | 921.40 | +3.77% | |
Wells Fargo Pref L | US9497468044 | 1.05 | 1,170.98 | +0.17% | |
UnitedHealth | US91324P1021 | 1.00 | 494.46 | +0.41% | |
GS Finance Corp 4% | - | 1.00 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Allianz GlblInvIncomeGrowthRM H2RMB | 47.17B | 9.85 | 1.90 | - |
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