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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.980 | 26.560 | 22.580 |
Stocks | 42.410 | 42.410 | 0.000 |
Bonds | 53.470 | 53.990 | 0.520 |
Convertible | 0.080 | 0.080 | 0.000 |
Other | 0.060 | 0.060 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.562 | 16.151 |
Price to Book | 2.243 | 2.363 |
Price to Sales | 1.891 | 1.774 |
Price to Cash Flow | 11.426 | 11.412 |
Dividend Yield | 2.424 | 2.379 |
5 Years Earnings Growth | 11.524 | 11.087 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 19.210 | 17.740 |
Technology | 18.540 | 16.885 |
Industrials | 14.000 | 22.506 |
Healthcare | 11.430 | 12.919 |
Consumer Cyclical | 10.820 | 8.613 |
Communication Services | 7.900 | 6.176 |
Consumer Defensive | 5.690 | 5.792 |
Real Estate | 5.460 | 3.657 |
Basic Materials | 5.350 | 4.739 |
Utilities | 1.590 | 1.665 |
Energy | 0.010 | 1.059 |
Number of long holdings: 23
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Amundi IS Global AGG SRI I13HSK C | LU2562901038 | 17.38 | - | - | |
AMF Räntefond Mix | SE0004324424 | 17.18 | 111.650 | -0.19% | |
Swedbank Robur Access USA | SE0007074083 | 6.25 | 677.890 | -0.10% | |
SPP Aktiefond USA | SE0000594111 | 6.20 | 571.173 | -0.28% | |
Amundi IS MSCI USA SRI PAB I13 C | LU2059754973 | 6.11 | - | - | |
Danske Invest Sverige Kort Ränta SA | LU1349496940 | 6.00 | - | - | |
Avanza Sverige | SE0014956850 | 4.47 | - | - | |
Captor Aster Global Credit Short-Term A | SE0017832314 | 3.84 | - | - | |
Swedbank Robur Access Japan | SE0007074091 | 3.84 | 208.250 | +0.26% | |
Captor Aster Global Credit A | SE0015243878 | 3.74 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Avanza Zero | 50.43B | 9.10 | 8.09 | 9.92 | ||
SE0011527613 | 28.62B | 14.15 | 15.19 | - | ||
Avanza 75 | 17.06B | 8.47 | 6.94 | 9.25 | ||
SE0009779705 | 6B | 10.79 | 8.55 | - | ||
SE0009779697 | 4.35B | 8.93 | 7.58 | - |
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