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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.18 | 0.75 | 0.57 |
Stocks | 99.73 | 100.48 | 0.75 |
Bonds | 0.05 | 0.05 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.03 | 0.03 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.90 | 16.70 |
Price to Book | 3.27 | 2.64 |
Price to Sales | 2.26 | 1.76 |
Price to Cash Flow | 12.96 | 10.20 |
Dividend Yield | 1.84 | 2.47 |
5 Years Earnings Growth | 11.80 | 10.81 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.08 | 23.14 |
Financial Services | 12.15 | 14.68 |
Healthcare | 10.46 | 11.12 |
Consumer Cyclical | 9.80 | 10.86 |
Communication Services | 9.24 | 7.81 |
Industrials | 9.07 | 10.39 |
Consumer Defensive | 6.14 | 7.08 |
Energy | 4.47 | 5.67 |
Basic Materials | 3.13 | 4.63 |
Utilities | 2.53 | 2.91 |
Real Estate | 1.90 | 4.22 |
Number of long holdings: 451
Number of short holdings: 7
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SPDR Portfolio S&P 500 Growth | US78464A4094 | 24.56 | 87.50 | +0.02% | |
SPDR S&P World ex-US | US78463X8891 | 15.87 | 35.23 | -1.62% | |
iShares MSCI USA Quality Factor ETF | - | 15.21 | - | - | |
SPDR Portfolio S&P 500 Value | US78464A5083 | 13.08 | 53.92 | -0.75% | |
Invesco QQQ Trust | US46090E1038 | 12.26 | 512.91 | -0.18% | |
SPDR Portfolio Emerging Markets | US78463X5095 | 6.84 | 39.62 | -1.61% | |
iShares MSCI USA Min Vol Factor ETF | - | 4.71 | - | - | |
Invesco S&P 500 Equal Weight | US46137V3574 | 2.34 | 183.61 | -0.76% | |
iShares MSCI EAFE Min Vol Factor ETF | - | 1.77 | - | - | |
Energy Select Sector SPDR | US81369Y5069 | 1.01 | 93.80 | -0.51% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Horizon Active Asset Allocation N | 958.62M | 11.68 | 3.39 | 7.46 |
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