
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.09 | 4.09 | 0.00 |
Stocks | 95.91 | 95.91 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.78 | 12.78 |
Price to Book | 2.57 | 1.81 |
Price to Sales | 1.72 | 1.18 |
Price to Cash Flow | 9.82 | 7.85 |
Dividend Yield | 3.63 | 3.06 |
5 Years Earnings Growth | 8.13 | 9.77 |
Name | Net % | Category Average |
---|---|---|
Consumer Defensive | 20.29 | 9.55 |
Consumer Cyclical | 13.87 | 10.17 |
Healthcare | 13.55 | 15.02 |
Financial Services | 13.19 | 18.69 |
Technology | 9.96 | 14.45 |
Industrials | 9.05 | 12.16 |
Real Estate | 6.42 | 2.02 |
Utilities | 5.13 | 4.39 |
Communication Services | 4.47 | 8.50 |
Energy | 4.07 | 5.65 |
Number of long holdings: 45
Number of short holdings: 21
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Diageo | GB0002374006 | 4.30 | 2,008.0 | -1.88% | |
Inditex | ES0148396007 | 3.64 | 45.980 | -0.37% | |
Zurich Insurance Group | CH0011075394 | 3.45 | 618.00 | -0.55% | |
Cisco | US17275R1023 | 3.35 | 60.86 | -0.88% | |
Keurig Dr Pepper | US49271V1008 | 3.16 | 33.74 | -1.52% | |
Sysco | US8718291078 | 3.15 | 74.10 | +0.08% | |
Admiral Group | GB00B02J6398 | 2.98 | 2,822.7 | -0.43% | |
J&J | US4781601046 | 2.96 | 163.71 | +0.36% | |
American Tower | US03027X1000 | 2.86 | 215.56 | +0.71% | |
Sanofi | FR0000120578 | 2.70 | 102.50 | -0.87% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Equity Fund U1 GBP Acc | 363.17M | 4.61 | 16.58 | 15.04 | ||
American Equity Fund U2 GBP Acc | 972.31M | 4.61 | 16.67 | 15.12 | ||
American Equity Fund A GBP Acc | 60.97M | 4.54 | 15.62 | 14.08 | ||
American Equity Fund P GBP Acc | 6.59M | -1.60 | 13.70 | 13.82 | ||
American Equity Fund R GBP Acc | 727.49M | -1.56 | 13.99 | 14.11 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review