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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.280 | 7.970 | 2.690 |
Stocks | 58.170 | 58.170 | 0.000 |
Bonds | 36.510 | 36.510 | 0.000 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.343 | 17.233 |
Price to Book | 2.115 | 2.645 |
Price to Sales | 1.782 | 1.904 |
Price to Cash Flow | 10.116 | 10.732 |
Dividend Yield | 2.528 | 2.593 |
5 Years Earnings Growth | 10.372 | 10.827 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.350 | 19.953 |
Financial Services | 17.440 | 16.352 |
Healthcare | 16.900 | 11.882 |
Consumer Cyclical | 9.970 | 9.678 |
Industrials | 9.580 | 10.927 |
Communication Services | 6.890 | 6.794 |
Consumer Defensive | 5.480 | 7.735 |
Real Estate | 4.940 | 7.105 |
Basic Materials | 3.750 | 4.060 |
Energy | 2.870 | 4.611 |
Utilities | 2.830 | 3.298 |
Number of long holdings: 21
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SPDR Barclays 0-3 Year US Corporate Bond UCITS | IE00BC7GZX26 | 13.28 | 49.62 | -0.04% | |
iShares S&P 500 UCITS Dist | IE0031442068 | 10.53 | 4,311.3 | +0.15% | |
iShares Edge MSCI USA Quality Factor UCITS USD (Di | IE00BF2QSQ20 | 10.26 | 2,060.50 | +0.29% | |
iShares USD Treasury Bond 20+Yr DE | IE00BSKRJZ44 | 9.62 | 3.44 | +0.41% | |
Invesco US Treasury Bond 1-3 Year UCITS | IE00BF2FNG46 | 7.36 | 35.80 | -0.07% | |
Vanguard USD EM Government Bond | IE00BZ163L38 | 7.34 | 33.10 | +0.30% | |
db x-trackers Nikkei 225 UCITS DR | LU0839027447 | 6.15 | 23.84 | +0.40% | |
SPDR MSCI Europe Health Care UCITS | IE00BKWQ0H23 | 4.65 | 233.20 | -0.53% | |
Xtrackers MSCI USA Banks UCITS ETF 1D | IE00BDVPTJ63 | 4.01 | 1,877.20 | +0.25% | |
Invesco MSCI Europe ESG Universal Screened UCITS | IE00BJQRDL90 | 3.56 | 63.69 | 0.00% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
IE00BJLPGS63 | 61.64M | 3.81 | 3.72 | - | ||
IE0007XQ7MJ7 | 36.41M | 3.83 | - | - | ||
IE000FD98DQ7 | 36.41M | 3.76 | - | - | ||
IE000UT63SQ4 | 17.46M | 5.83 | - | - | ||
IE000MJV8KJ0 | 17.46M | 5.83 | - | - |
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