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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.160 | 0.160 | 0.000 |
Stocks | 99.840 | 99.840 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.946 | 20.061 |
Price to Book | 3.983 | 3.721 |
Price to Sales | 2.743 | 2.472 |
Price to Cash Flow | 14.704 | 13.658 |
Dividend Yield | 1.482 | 1.591 |
5 Years Earnings Growth | 10.768 | 11.649 |
Name | Net % | Category Average |
---|---|---|
Technology | 33.580 | 28.317 |
Financial Services | 13.530 | 13.983 |
Healthcare | 11.960 | 13.406 |
Consumer Cyclical | 9.950 | 10.490 |
Communication Services | 9.160 | 8.669 |
Industrials | 6.950 | 8.876 |
Consumer Defensive | 5.710 | 5.882 |
Energy | 3.910 | 4.192 |
Utilities | 2.100 | 2.518 |
Basic Materials | 1.820 | 3.017 |
Real Estate | 1.330 | 2.362 |
Number of long holdings: 170
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 9.29 | 446.95 | -1.30% | |
Apple | US0378331005 | 7.78 | 210.61 | -1.63% | |
Alphabet A | US02079K3059 | 5.66 | 182.15 | -1.76% | |
Amazon.com | US0231351067 | 4.88 | 193.25 | -2.33% | |
NVIDIA | US67066G1040 | 4.37 | 123.50 | -0.40% | |
Berkshire Hathaway B | US0846707026 | 1.73 | 406.80 | -0.28% | |
Atmos Energy | US0495601058 | 1.70 | 116.65 | +0.09% | |
Tesla | US88160R1014 | 1.70 | 198.00 | +0.29% | |
UnitedHealth | US91324P1021 | 1.69 | 509.34 | +4.71% | |
Broadcom | US11135F1012 | 1.55 | 1,605.35 | +1.18% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Spangler IQAM Quality Equity US I T | 34.24M | 8.35 | 0.94 | 5.39 |
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