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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 100.090 | 100.090 | 0.000 |
Bonds | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.615 | 17.558 |
Price to Book | 3.470 | 2.773 |
Price to Sales | 1.767 | 2.034 |
Price to Cash Flow | 15.075 | 10.738 |
Dividend Yield | 1.249 | 2.514 |
5 Years Earnings Growth | 12.254 | 11.859 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.210 | 21.482 |
Healthcare | 16.090 | 14.802 |
Financial Services | 15.810 | 16.993 |
Consumer Cyclical | 10.070 | 12.578 |
Industrials | 7.880 | 14.272 |
Communication Services | 7.830 | 8.097 |
Energy | 3.590 | 6.722 |
Consumer Defensive | 2.530 | 9.673 |
Basic Materials | 2.220 | 9.597 |
Real Estate | 1.090 | 4.739 |
Utilities | 0.690 | 6.100 |
Number of long holdings: 12
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Funds - US Select Equity Plus Fund I acc | LU0281485341 | 19.49 | 606.000 | -0.38% | |
Brown Advisory US Sustainable Growth Fund USD Clas | IE00BG0R3256 | 18.69 | 17.610 | +0.46% | |
Brandes US Value I1 USD Inc | IE00BYWTYP50 | 18.69 | - | - | |
Robeco BP US Premium Equities I $ | LU0226954369 | 18.61 | 496.010 | +0.19% | |
Future on S&P 500 | - | 10.55 | - | - | |
Morgan Stanley Investment Funds US Advantage Fund | LU0360484686 | 10.31 | 114.770 | -0.42% | |
Invesco NASDAQ-100 ESG UCITS USD Acc | IE000COQKPO9 | 5.36 | 52.16 | +0.33% | |
iShares MSCI USA ESG Enhanced UCITS ETF USD Inc | IE00BHZPJ890 | 0.00 | 9.26 | +0.11% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fon Fineco Patrimonio Global A FI | 825.32M | 2.10 | 1.23 | 1.96 | ||
Fon Fineco Patrimonio Global I FI | 825.32M | 2.15 | 1.43 | - | ||
Fon Fineco Patrimonio Global X FI | 825.32M | 2.20 | 1.62 | - | ||
Fon Fineco Inversion FI | 278.15M | 3.00 | 5.25 | - | ||
Multifondo Europa A FI | 229.31M | 5.85 | 6.29 | 6.42 |
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