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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.99 | 0.99 | 0.00 |
Stocks | 99.01 | 99.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 29.59 | 27.64 |
Price to Book | 9.08 | 7.20 |
Price to Sales | 5.54 | 4.68 |
Price to Cash Flow | 21.54 | 18.98 |
Dividend Yield | 0.49 | 0.70 |
5 Years Earnings Growth | 19.84 | 16.24 |
Name | Net % | Category Average |
---|---|---|
Technology | 44.89 | 40.72 |
Communication Services | 13.28 | 11.99 |
Consumer Cyclical | 11.73 | 13.54 |
Financial Services | 10.50 | 9.28 |
Industrials | 8.76 | 7.03 |
Healthcare | 6.37 | 11.48 |
Real Estate | 1.90 | 1.51 |
Consumer Defensive | 1.02 | 3.49 |
Utilities | 0.58 | 1.17 |
Energy | 0.54 | 1.45 |
Basic Materials | 0.43 | 1.72 |
Number of long holdings: 57
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 11.21 | 139.67 | +3.69% | |
Apple | US0378331005 | 8.84 | 255.27 | +0.31% | |
Microsoft | US5949181045 | 8.17 | 435.25 | -0.31% | |
Amazon.com | US0231351067 | 6.59 | 225.06 | +0.06% | |
Meta Platforms | US30303M1027 | 5.16 | 599.85 | +2.49% | |
Alphabet C | US02079K1079 | 3.70 | 195.99 | +1.57% | |
Broadcom | US11135F1012 | 3.59 | 232.35 | +5.52% | |
Netflix | US64110L1061 | 2.38 | 911.45 | +0.26% | |
KKR & Co | US48251W1045 | 2.19 | 148.94 | +0.92% | |
Boston Scientific | US1011371077 | 2.18 | 89.86 | +1.02% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Oppenheimer Main Street A | 9.49B | 27.26 | 9.14 | 11.42 | ||
Oppenheimer Developing Markets Y | 8.71B | -0.26 | -6.47 | 1.47 | ||
Oppenheimer Developing Markets I | 6.04B | -0.13 | -6.33 | 1.63 | ||
Oppenheimer Global A | 6.1B | 15.64 | 2.34 | 9.27 | ||
Oppenheimer Discovery Mid Cap Growt | 3.94B | 34.08 | 1.87 | 12.06 |
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