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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.230 | 3.230 | 0.000 |
Stocks | 96.720 | 96.720 | 0.000 |
Bonds | 0.030 | 0.030 | 0.000 |
Convertible | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.736 | 14.278 |
Price to Book | 1.985 | 2.190 |
Price to Sales | 1.919 | 1.272 |
Price to Cash Flow | 6.695 | 9.236 |
Dividend Yield | 2.639 | 2.439 |
5 Years Earnings Growth | 8.783 | 10.552 |
Name | Net % | Category Average |
---|---|---|
Energy | 26.230 | 8.842 |
Financial Services | 22.280 | 19.299 |
Consumer Cyclical | 21.120 | 7.727 |
Healthcare | 11.230 | 17.287 |
Real Estate | 10.280 | 2.030 |
Consumer Defensive | 2.820 | 9.268 |
Industrials | 2.640 | 9.980 |
Technology | 2.530 | 14.660 |
Communication Services | 0.860 | 7.282 |
Number of long holdings: 33
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Express | US0258161092 | 6.49 | 242.38 | -2.74% | |
Lennar | US5260571048 | 6.01 | 170.94 | +0.54% | |
Occidental | US6745991058 | 5.88 | 63.13 | -0.94% | |
Merck&Co | US58933Y1055 | 5.87 | 125.77 | +1.22% | |
Simon Property | US8288061091 | 5.57 | 153.45 | +0.22% | |
DR Horton | US23331A1097 | 5.23 | 173.84 | +0.24% | |
Amgen | US0311621009 | 4.99 | 331.29 | +0.10% | |
Ovintiv | US69047Q1022 | 4.58 | 47.24 | -1.17% | |
JPMorgan | US46625H1005 | 4.51 | 209.78 | -0.10% | |
Bank of America | US0605051046 | 4.46 | 42.90 | -0.26% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Eleva Euro Slct Class I USD H Acc | 5.76B | 11.30 | 16.12 | - | ||
Eleva Euro Slct Class A1 USD H Acc | 5.76B | 11.16 | 15.51 | - | ||
Foord S Foord Intl Fund B | 1.12B | 0.19 | -1.47 | 3.13 | ||
Foord S Foord Intl Fund X | 19.45K | 0.69 | -0.49 | 4.12 | ||
Larrain Vial Asset Management S Sma | 538.69M | -17.32 | -9.04 | -1.57 |
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