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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.02 | 7.49 | 7.47 |
Stocks | 99.98 | 99.98 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.22 | 20.06 |
Price to Book | 4.00 | 3.71 |
Price to Sales | 2.57 | 2.47 |
Price to Cash Flow | 14.48 | 13.77 |
Dividend Yield | 1.49 | 1.58 |
5 Years Earnings Growth | 12.06 | 11.65 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.66 | 28.08 |
Healthcare | 12.72 | 13.59 |
Financial Services | 12.60 | 14.05 |
Consumer Cyclical | 10.75 | 10.65 |
Communication Services | 8.85 | 8.50 |
Industrials | 8.20 | 8.94 |
Consumer Defensive | 5.97 | 5.91 |
Energy | 3.72 | 4.13 |
Real Estate | 2.30 | 2.51 |
Utilities | 2.14 | 2.39 |
Basic Materials | 2.07 | 3.01 |
Number of long holdings: 529
Number of short holdings: 33
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.98 | 405.50 | +1.93% | |
Apple | US0378331005 | 6.11 | 184.61 | +6.69% | |
NVIDIA | US67066G1040 | 4.43 | 881.25 | +2.69% | |
Amazon.com | US0231351067 | 3.63 | 186.07 | +0.73% | |
Meta Platforms | US30303M1027 | 2.47 | 450.11 | +1.91% | |
E-mini S&P 500 Future Mar 24 | - | 2.02 | - | - | |
Alphabet A | US02079K3059 | 1.86 | 165.42 | -0.72% | |
Berkshire Hathaway B | US0846707026 | 1.73 | 400.41 | -0.05% | |
Alphabet C | US02079K1079 | 1.58 | 167.21 | -0.74% | |
Eli Lilly | US5324571083 | 1.39 | 735.45 | -2.71% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
HSBC American Index Fund Accumulati | 13.67B | 11.23 | 14.50 | 15.81 | ||
HSBC American Index Fund Income C | 13.67B | 11.22 | 14.49 | 15.80 | ||
HSBC American Index Fund Retail Acc | 13.67B | 7.05 | 14.75 | 15.32 | ||
HSBC American Index Fund Retail Inc | 13.67B | 7.05 | 15.24 | 15.46 | ||
Balanced Portfolio C Accumulation | 4.72B | 4.86 | 4.59 | 6.36 |
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