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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.25 | 9.22 | 8.97 |
Stocks | 97.83 | 97.83 | 0.00 |
Bonds | 0.02 | 0.02 | 0.00 |
Other | 1.90 | 2.01 | 0.11 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 10.37 | 13.55 |
Price to Book | 1.40 | 1.94 |
Price to Sales | 0.77 | 1.28 |
Price to Cash Flow | 4.87 | 8.59 |
Dividend Yield | 4.52 | 3.61 |
5 Years Earnings Growth | 7.87 | 8.96 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 17.29 | 17.23 |
Energy | 17.08 | 11.09 |
Industrials | 14.94 | 15.09 |
Consumer Defensive | 12.83 | 14.86 |
Consumer Cyclical | 10.40 | 10.67 |
Healthcare | 8.76 | 11.85 |
Basic Materials | 6.49 | 7.74 |
Communication Services | 4.96 | 5.55 |
Utilities | 3.16 | 3.55 |
Real Estate | 2.48 | 2.70 |
Technology | 1.63 | 3.32 |
Number of long holdings: 446
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell | GB00BP6MXD84 | 7.27 | 33.30 | -0.15% | |
BP | GB0007980591 | 4.12 | 457.80 | +0.11% | |
HSBC | GB0005405286 | 3.91 | 667.60 | +1.14% | |
AstraZeneca ADR | US0463531089 | 3.07 | 79.16 | +0.57% | |
BP ADR | US0556221044 | 2.72 | 35.33 | -0.14% | |
Unilever | GB00B10RZP78 | 2.67 | 53.30 | -0.11% | |
GSK plc | GB00BN7SWP63 | 2.56 | 1,524.50 | +0.13% | |
Glencore | JE00B4T3BW64 | 2.48 | 443.35 | +0.32% | |
Relx | GB00B2B0DG97 | 2.40 | 3,512.00 | +1.21% | |
Diageo | GB0002374006 | 2.35 | 2,505.0 | +0.58% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuGA | 6.68B | 9.56 | 8.46 | 11.32 | ||
Dimensional Global Core Equity FuGD | 6.68B | 9.53 | 8.45 | 11.32 | ||
Global Sustainability Core EquityGA | 4.34B | 9.91 | 8.17 | 11.82 | ||
Global Sustainability Core EquityGD | 4.34B | 9.91 | 8.17 | 11.82 | ||
Dimensional World Allocation 60 40A | 3.09B | 5.69 | 4.03 | 6.56 |
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