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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.030 | 3.030 | 0.000 |
Stocks | 25.870 | 26.240 | 0.370 |
Bonds | 9.040 | 9.040 | 0.000 |
Preferred | 0.210 | 0.210 | 0.000 |
Other | 61.850 | 63.060 | 1.210 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.379 | 12.434 |
Price to Book | 2.040 | 1.755 |
Price to Sales | 1.510 | 1.080 |
Price to Cash Flow | 6.710 | 7.135 |
Dividend Yield | 4.851 | 3.138 |
5 Years Earnings Growth | 9.341 | 10.287 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 24.020 | 17.574 |
Technology | 15.440 | 15.219 |
Consumer Defensive | 14.460 | 9.647 |
Healthcare | 12.920 | 15.275 |
Industrials | 9.130 | 11.442 |
Energy | 7.630 | 6.928 |
Basic Materials | 5.550 | 5.646 |
Consumer Cyclical | 5.200 | 10.174 |
Communication Services | 5.050 | 8.625 |
Utilities | 0.600 | 4.199 |
Number of long holdings: 52
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
AXAWF Fram Eurozone M Cap EUR | LU0389657601 | 7.03 | - | - | |
Nestle | CH0038863350 | 1.14 | 92.70 | +0.67% | |
Italy(Rep Of) | IT0004848831 | 1.04 | - | - | |
Novartis | CH0012005267 | 1.00 | 89.50 | -0.56% | |
Apple Inc | - | 0.98 | - | - | |
Roche Holding Participation | CH0012032048 | 0.92 | 221.00 | +1.01% | |
U.K. 4Y | GB00B3QCG246 | 0.92 | 4.4000 | +0.96% | |
EMC Corp | - | 0.83 | - | - | |
HSBC | GB0005405286 | 0.77 | 663.60 | +0.26% | |
Colgate-Palmolive Co | - | 0.77 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fopen Bilanciato | 311.26M | 5.14 | 3.65 | 4.57 |
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