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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.320 | 1.320 | 0.000 |
Stocks | 97.600 | 97.600 | 0.000 |
Preferred | 0.680 | 0.680 | 0.000 |
Other | 0.400 | 0.400 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 32.613 | 16.339 |
Price to Book | 8.761 | 2.763 |
Price to Sales | 5.048 | 2.128 |
Price to Cash Flow | 23.139 | 10.558 |
Dividend Yield | 0.444 | 2.792 |
5 Years Earnings Growth | 13.737 | 12.160 |
Name | Net % | Category Average |
---|---|---|
Technology | 43.150 | 20.363 |
Consumer Cyclical | 12.430 | 12.460 |
Communication Services | 11.870 | 9.373 |
Healthcare | 11.040 | 12.770 |
Industrials | 8.250 | 13.840 |
Financial Services | 7.990 | 19.827 |
Consumer Defensive | 2.170 | 8.119 |
Basic Materials | 2.160 | 9.007 |
Utilities | 0.530 | 5.559 |
Real Estate | 0.420 | 4.515 |
Number of long holdings: 76
Number of short holdings: 8
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 8.57 | 121.67 | +5.27% | |
Amazon.com | US0231351067 | 7.21 | 197.95 | +2.09% | |
Meta Platforms | US30303M1027 | 6.29 | 607.60 | +2.87% | |
Apple | US0378331005 | 5.70 | 213.49 | +1.82% | |
Microsoft | US5949181045 | 4.92 | 388.56 | +2.58% | |
Broadcom | US11135F1012 | 3.96 | 195.54 | +2.18% | |
Mastercard | US57636Q1040 | 2.95 | 527.64 | +1.50% | |
Axon Enterprise | US05464C1018 | 2.61 | 556.26 | +4.06% | |
ServiceNow Inc | US81762P1021 | 2.38 | 844.33 | +4.03% | |
Eli Lilly | US5324571083 | 2.29 | 813.48 | +1.48% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU0465790540 | 39.28M | 14.09 | 8.79 | 7.13 | ||
Franklin Natural Resources NAccPLNH | 71.84M | 8.17 | 13.61 | -0.07 | ||
Franklin NExtStep Moderate AAccPLNH | 44.86M | 2.37 | 4.22 | - |
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