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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 11.000 | 18.580 | 7.580 |
Stocks | 52.690 | 52.690 | 0.000 |
Bonds | 35.840 | 36.000 | 0.160 |
Convertible | 0.400 | 0.400 | 0.000 |
Other | 0.080 | 0.080 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.982 | 16.047 |
Price to Book | 2.014 | 2.363 |
Price to Sales | 1.489 | 1.784 |
Price to Cash Flow | 7.629 | 11.406 |
Dividend Yield | 2.757 | 2.382 |
5 Years Earnings Growth | 9.656 | 11.108 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 19.860 | 17.711 |
Technology | 17.690 | 16.900 |
Industrials | 12.700 | 22.501 |
Healthcare | 11.590 | 12.919 |
Consumer Cyclical | 11.320 | 8.617 |
Consumer Defensive | 8.430 | 5.778 |
Basic Materials | 4.290 | 4.754 |
Energy | 4.150 | 1.059 |
Communication Services | 4.060 | 6.179 |
Real Estate | 3.290 | 3.671 |
Utilities | 2.610 | 1.661 |
Number of long holdings: 17
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares MSCI ACWI Low Carbon Target ETF | - | 19.45 | - | - | |
Amundi Index MSCI Global Climate Change UCITS ETF | LU1602144229 | 14.16 | 453.35 | -0.55% | |
SPDR® S&P 500 Fossil Fuel Rsrv Free ETF | - | 8.85 | - | - | |
Öhman FRN Hållbar A | SE0004951283 | 7.80 | 120.680 | +0.02% | |
Lannebo High Yield Allocation | SE0006421855 | 7.29 | 139.690 | +0.04% | |
Cicero Avkastningsfond C | SE0009889892 | 6.27 | - | - | |
Pareto Global Corporate Bond A | LU1199945780 | 5.65 | - | - | |
Spiltan Räntefond Sverige | SE0002152140 | 5.08 | 140.590 | +0.01% | |
iShares MSCI EAFE ESG Optimized ETF | - | 4.61 | - | - | |
XACT Obligation | SE0007491287 | 3.96 | 100.05 | -0.16% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SE0014991535 | 2.04B | 8.88 | - | - | ||
SE0010323642 | 1.26B | 4.93 | 9.34 | - | ||
FondNavigator 0-100 | 1.05B | 9.73 | 5.16 | - | ||
SE0010323634 | 479.25M | -3.20 | -5.08 | - | ||
SP Aktiv - Offensiv | 201.72M | -5.48 | 6.10 | - |
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