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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.250 | 0.450 | 0.200 |
Stocks | 98.750 | 98.750 | 0.000 |
Preferred | 0.570 | 0.570 | 0.000 |
Other | 0.430 | 0.430 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 32.074 | 29.426 |
Price to Book | 8.896 | 6.950 |
Price to Sales | 4.959 | 5.001 |
Price to Cash Flow | 22.608 | 20.150 |
Dividend Yield | 0.449 | 0.661 |
5 Years Earnings Growth | 16.833 | 16.718 |
Name | Net % | Category Average |
---|---|---|
Technology | 42.730 | 37.671 |
Healthcare | 13.880 | 13.199 |
Consumer Cyclical | 11.470 | 14.396 |
Communication Services | 11.200 | 11.980 |
Financial Services | 7.950 | 10.552 |
Industrials | 7.610 | 7.503 |
Basic Materials | 2.440 | 1.988 |
Consumer Defensive | 2.180 | 3.881 |
Real Estate | 0.540 | 2.236 |
Number of long holdings: 87
Number of short holdings: 8
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 8.37 | 134.70 | +3.08% | |
Amazon.com | US0231351067 | 6.35 | 224.92 | +0.73% | |
Meta Platforms | US30303M1027 | 6.11 | 585.25 | -1.73% | |
Apple | US0378331005 | 5.30 | 254.49 | +1.88% | |
Microsoft | US5949181045 | 5.29 | 436.60 | -0.10% | |
Eli Lilly | US5324571083 | 2.97 | 767.76 | +1.35% | |
Mastercard | US57636Q1040 | 2.88 | 528.03 | +0.91% | |
Monolithic | US6098391054 | 2.42 | 593.22 | +0.69% | |
ServiceNow Inc | US81762P1021 | 2.24 | 1,091.25 | +1.52% | |
UnitedHealth | US91324P1021 | 2.17 | 500.13 | +2.22% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU1803068979 | 349.4M | 23.57 | -0.87 | - | ||
LU0672654240 | 769.67M | 19.01 | -1.12 | 10.55 | ||
LU0320763518 | 9.61M | -19.72 | 2.89 | -0.93 | ||
Franklin Dvrsfd Dynamic AAcc SGDH1 | 28.11K | 12.93 | 6.13 | - | ||
LU0976567544 | 34.11K | 3.14 | -0.26 | -0.22 |
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