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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 48.440 | 51.640 | 3.200 |
Stocks | 24.840 | 24.840 | 0.000 |
Bonds | 26.650 | 26.690 | 0.040 |
Preferred | 0.020 | 0.020 | 0.000 |
Other | 0.060 | 0.060 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.895 | 14.817 |
Price to Book | 2.942 | 1.940 |
Price to Sales | 2.265 | 1.502 |
Price to Cash Flow | 13.591 | 8.714 |
Dividend Yield | 1.695 | 2.946 |
5 Years Earnings Growth | 12.068 | 11.402 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.390 | 15.811 |
Industrials | 15.460 | 13.323 |
Financial Services | 14.100 | 18.849 |
Healthcare | 13.400 | 11.351 |
Consumer Cyclical | 10.250 | 11.659 |
Communication Services | 6.270 | 7.235 |
Consumer Defensive | 4.840 | 6.879 |
Basic Materials | 3.220 | 9.954 |
Real Estate | 3.040 | 3.848 |
Utilities | 1.860 | 3.918 |
Energy | 0.180 | 5.684 |
Number of long holdings: 50
Number of short holdings: 7
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Handelsbanken Kortränta Criteria (A1 SEK) | SE0000356305 | 13.91 | 110.660 | +0.03% | |
Simplicity Likviditet A | SE0001827692 | 12.67 | 120.730 | +0.02% | |
Carnegie Likviditetsfond B | SE0006800694 | 4.96 | 107.740 | +0.02% | |
Handelsbanken Amerika Tema | SE0000355828 | 2.72 | 2,234.060 | +2.15% | |
Storebrand USA Plus A SEK | SE0017485360 | 2.64 | - | - | |
Nordea SEK Instituutiokorko K SWE | FI0008813431 | 2.55 | 1,270.366 | +0.05% | |
Handelsbanken MSCI USA Index | SE0004139780 | 2.38 | 875.080 | +1.80% | |
Invesco MSCI USA ESG Climate Paris Aligned UCITS U | IE000RLUE8E9 | 2.33 | 5.09 | +1.27% | |
JPM US Sustainable Equity X USD Acc | LU2454266748 | 1.74 | - | - | |
JPM Europe Sustainable Equity X(acc)EUR | LU1529809573 | 1.62 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Amrego I SICAV Contrarian 65 A | 4.8B | 9.18 | 10.82 | - | ||
Amrego I SICAV Proaktiv 90 A | 853.72M | 4.63 | 1.71 | 1.82 |
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