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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 100.00 | 100.00 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.79 | 20.06 |
Price to Book | 3.92 | 3.72 |
Price to Sales | 2.54 | 2.47 |
Price to Cash Flow | 14.21 | 13.66 |
Dividend Yield | 1.54 | 1.59 |
5 Years Earnings Growth | 11.75 | 11.65 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.34 | 28.32 |
Financial Services | 12.59 | 13.98 |
Healthcare | 12.14 | 13.41 |
Consumer Cyclical | 10.59 | 10.49 |
Communication Services | 9.14 | 8.67 |
Industrials | 8.27 | 8.88 |
Consumer Defensive | 6.05 | 5.88 |
Energy | 4.16 | 4.19 |
Utilities | 2.41 | 2.52 |
Real Estate | 2.17 | 2.36 |
Basic Materials | 2.15 | 3.02 |
Number of long holdings: 530
Number of short holdings: 36
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.85 | 456.73 | +2.19% | |
Apple | US0378331005 | 5.77 | 216.73 | +2.90% | |
NVIDIA | US67066G1040 | 4.97 | 124.30 | +0.62% | |
Amazon.com | US0231351067 | 3.79 | 197.20 | +2.04% | |
Alphabet A | US02079K3059 | 2.24 | 182.99 | +0.46% | |
Meta Platforms | US30303M1027 | 2.18 | 504.60 | +0.08% | |
Alphabet C | US02079K1079 | 1.91 | 184.49 | +0.58% | |
Berkshire Hathaway B | US0846707026 | 1.67 | 405.19 | -0.40% | |
E-mini S&P 500 Future June 24 | - | 1.64 | - | - | |
Broadcom | US11135F1012 | 1.35 | 1,640.80 | +2.20% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
HSBC American Index Fund Income C | 15B | 10.25 | 12.97 | 15.32 | ||
HSBC American Index Fund Retail Inc | 15B | 7.05 | 15.24 | 15.46 | ||
HSFund Institutional Accumulation | 15B | 7.07 | 14.89 | 15.50 | ||
HSBC American Index Fund Retail Acc | 15B | 7.05 | 14.75 | 15.32 | ||
Balanced Portfolio C Accumulation | 4.92B | 4.42 | 3.59 | 6.07 |
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