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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.270 | 7.960 | 4.690 |
Stocks | 37.260 | 37.260 | 0.000 |
Bonds | 56.500 | 56.560 | 0.060 |
Convertible | 0.780 | 0.780 | 0.000 |
Other | 2.190 | 2.230 | 0.040 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.322 | 16.648 |
Price to Book | 2.222 | 2.421 |
Price to Sales | 1.418 | 1.724 |
Price to Cash Flow | 10.373 | 10.155 |
Dividend Yield | 2.350 | 2.474 |
5 Years Earnings Growth | 10.814 | 10.833 |
Name | Net % | Category Average |
---|---|---|
Technology | 18.850 | 19.778 |
Consumer Cyclical | 16.020 | 10.982 |
Financial Services | 13.020 | 15.143 |
Industrials | 11.430 | 12.243 |
Communication Services | 11.070 | 6.707 |
Healthcare | 9.680 | 12.826 |
Consumer Defensive | 6.740 | 7.860 |
Basic Materials | 4.580 | 5.262 |
Energy | 3.120 | 4.251 |
Real Estate | 3.040 | 3.760 |
Utilities | 2.450 | 3.385 |
Number of long holdings: 39
Number of short holdings: 32
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fineco AM Investment Grade € Agg Bd IAcc | IE00BDRNWM87 | 14.58 | - | - | |
Euro Corporate Fixed Income FAM IAcc | IE00BFXY3Z95 | 9.47 | - | - | |
Schroder Euro Bond FAM I EUR Acc | IE00BFXY6W79 | 9.26 | - | - | |
Fidelity Euro Bond FAM I Acc | IE00BFXY6168 | 9.26 | - | - | |
North American STARS Eq FAM I EUR Acc | IE000KTT4OS6 | 7.98 | - | - | |
Smart Factors US FAM L EUR Acc | IE00BK5TXP77 | 7.96 | - | - | |
Fineco S&P 500 Index FAM I EUR Acc | IE00BH42ZV61 | 7.93 | - | - | |
Fineco AM Euro Infl Lnkd Govt Bd I €Acc | IE000IXR7ZI6 | 6.05 | - | - | |
FAM MSCI USD HY SRI Sust Corp Bd ETF A | IE0000JVOLK2 | 4.00 | - | - | |
Smart Factors Europe FAM L EUR Acc | IE00BK9Z5007 | 3.90 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
IE00BDRNWN94 | 382.76M | 5.74 | 4.46 | - | ||
IE00BJCX2P88 | 100.31M | 0.74 | -7.29 | - | ||
LU1610901073 | 12.73M | 7.48 | 5.35 | - |
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