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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 59.800 | 59.800 | 0.000 |
Bonds | 39.590 | 39.670 | 0.080 |
Convertible | 0.560 | 0.560 | 0.000 |
Preferred | 0.050 | 0.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.258 | 16.670 |
Price to Book | 4.445 | 2.432 |
Price to Sales | 2.995 | 1.743 |
Price to Cash Flow | 15.409 | 10.252 |
Dividend Yield | 1.334 | 2.481 |
5 Years Earnings Growth | 13.007 | 10.863 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.240 | 19.773 |
Healthcare | 15.750 | 12.889 |
Financial Services | 14.930 | 15.221 |
Consumer Cyclical | 13.870 | 10.857 |
Industrials | 9.020 | 12.300 |
Consumer Defensive | 8.770 | 7.822 |
Communication Services | 8.590 | 6.704 |
Real Estate | 0.440 | 3.745 |
Basic Materials | 0.400 | 5.236 |
Number of long holdings: 521
Number of short holdings: 6
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.97 | 446.95 | -1.30% | |
Apple | US0378331005 | 3.42 | 210.61 | -1.63% | |
Alphabet C | US02079K1079 | 3.20 | 183.42 | -1.84% | |
United States Treasury Notes 2.75% | - | 2.40 | - | - | |
Amazon.com | US0231351067 | 2.29 | 193.25 | -2.33% | |
UnitedHealth | US91324P1021 | 2.22 | 509.34 | +4.71% | |
Mastercard | US57636Q1040 | 2.08 | 441.16 | -0.36% | |
United States Treasury Notes 0.125% | - | 1.82 | - | - | |
United States Treasury Notes 2.875% | - | 1.75 | - | - | |
United States Treasury Notes 0.125% | - | 1.63 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
IE0002122038 | 3.98B | 2.00 | 4.34 | 8.73 | ||
IE0002167009 | 500.72M | -42.03 | 2.48 | 10.90 |
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