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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 100.00 | 100.00 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.49 | 15.49 |
Price to Book | 2.59 | 2.47 |
Price to Sales | 2.14 | 1.70 |
Price to Cash Flow | 10.33 | 10.57 |
Dividend Yield | 3.95 | 2.54 |
5 Years Earnings Growth | 7.38 | 9.10 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.64 | 12.90 |
Financial Services | 17.25 | 21.25 |
Consumer Defensive | 12.88 | 8.19 |
Healthcare | 12.28 | 15.01 |
Utilities | 12.05 | 5.34 |
Energy | 10.69 | 7.59 |
Consumer Cyclical | 5.72 | 6.84 |
Communication Services | 4.12 | 5.58 |
Industrials | 3.61 | 11.90 |
Basic Materials | 1.76 | 3.45 |
Number of long holdings: 55
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 6.84 | 197.80 | -7.11% | |
AbbVie | US00287Y1091 | 4.69 | 205.02 | +0.99% | |
NextEra Energy | US65339F1012 | 4.47 | 69.38 | -2.30% | |
Chevron | US1667641005 | 3.72 | 156.67 | +0.99% | |
TC Energy | CA87807B1076 | 3.13 | 64.03 | +0.53% | |
Morgan Stanley | US6174464486 | 2.87 | 129.24 | -1.38% | |
Corning | US2193501051 | 2.85 | 49.00 | -2.02% | |
Bristol-Myers Squibb | US1101221083 | 2.85 | 58.80 | +2.47% | |
American Electric Power | US0255371017 | 2.67 | 105.16 | -1.62% | |
Merck&Co | US58933Y1055 | 2.39 | 90.58 | +1.34% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Williston Basin/Mid-North America S | 76.35M | 4.42 | 13.59 | 1.94 | ||
Viking Tax-Free for Montana A | 46.07M | 0.36 | -0.65 | 1.03 |
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