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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.41 | 11.32 | 7.91 |
Stocks | 74.46 | 74.46 | 0.00 |
Bonds | 14.39 | 15.60 | 1.21 |
Preferred | 0.30 | 0.30 | 0.00 |
Other | 7.44 | 7.44 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.98 | 16.05 |
Price to Book | 2.88 | 2.29 |
Price to Sales | 1.97 | 1.68 |
Price to Cash Flow | 10.20 | 10.01 |
Dividend Yield | 2.62 | 2.68 |
5 Years Earnings Growth | 10.26 | 10.63 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 17.34 | 11.16 |
Financial Services | 14.65 | 16.73 |
Technology | 14.23 | 17.26 |
Communication Services | 12.83 | 6.67 |
Consumer Cyclical | 9.14 | 10.42 |
Consumer Defensive | 8.16 | 7.45 |
Utilities | 7.71 | 3.17 |
Real Estate | 5.15 | 4.41 |
Energy | 4.54 | 5.02 |
Basic Materials | 3.48 | 5.73 |
Industrials | 2.77 | 13.48 |
Number of long holdings: 85
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.29 | 444.51 | +0.35% | |
Aberdeen Liquidity Fund (Lux) Sterling Fund Z 1 | LU0643933160 | 3.19 | 1,000.000 | 0% | |
United Kingdom of Great Britain and Northern Ireland 1.5% | GB00BDCHBW80 | 2.99 | - | - | |
Amazon.com | US0231351067 | 2.23 | 187.66 | +2.80% | |
ASML Holding | NL0010273215 | 2.14 | 860.90 | +1.22% | |
Nestle | CH0038863350 | 2.13 | 94.22 | -0.30% | |
Equinix | US29444U7000 | 2.09 | 810.42 | +1.45% | |
Taiwan Semiconductor | US8740391003 | 1.99 | 170.44 | +0.64% | |
Activision Blizzard Inc | US00507V1098 | 1.98 | - | - | |
Mastercard | US57636Q1040 | 1.97 | 442.98 | -1.11% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MyFolio Managed II Inst Acc | 1.09B | 2.78 | -0.65 | 3.01 | ||
MyFolio Managed II Retail Platform | 1.09B | 2.78 | -0.70 | 2.91 | ||
MyFolio Market II Inst Acc | 1.03B | 3.63 | 0.63 | 4.08 | ||
MyFolio Market II Retail Platform 1 | 1.03B | 3.61 | 0.59 | 3.98 | ||
MyFolio Market IV Retail Platform 1 | 1B | 7.15 | 4.03 | 6.75 |
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