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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.480 | 1.480 | 0.000 |
Stocks | 98.370 | 98.370 | 0.000 |
Other | 0.150 | 0.150 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.027 | 19.028 |
Price to Book | 2.590 | 3.147 |
Price to Sales | 2.006 | 2.247 |
Price to Cash Flow | 13.495 | 12.420 |
Dividend Yield | 1.906 | 1.922 |
5 Years Earnings Growth | 9.789 | 11.722 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.170 | 20.640 |
Financial Services | 16.280 | 16.530 |
Industrials | 16.000 | 13.964 |
Healthcare | 12.860 | 13.705 |
Consumer Cyclical | 10.460 | 11.303 |
Basic Materials | 8.830 | 4.098 |
Energy | 7.500 | 4.482 |
Consumer Defensive | 5.380 | 8.019 |
Communication Services | 1.530 | 8.900 |
Number of long holdings: 51
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Lennar | US5260571048 | 4.75 | 143.61 | -1.59% | |
Microsoft | US5949181045 | 4.70 | 459.28 | +0.56% | |
Cameco | CA13321L1085 | 3.89 | 49.73 | -0.98% | |
Martin Marietta Materials | US5732841060 | 3.47 | 534.83 | +0.52% | |
Munich Re Group | DE0008430026 | 3.12 | 451.70 | -3.26% | |
Microchip | US5950171042 | 3.11 | 92.06 | +0.51% | |
TotalEnergies SE | FR0000120271 | 2.97 | 64.01 | +0.63% | |
Qualcomm | US7475251036 | 2.85 | 200.16 | +0.07% | |
FirstCash | US33768G1076 | 2.67 | 104.64 | +0.60% | |
Amgen | US0311621009 | 2.61 | 310.78 | -0.07% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Steadyhand Equity | 306.4M | 8.30 | 4.85 | 7.70 | ||
Steadyhand Builders Fund Series A | 214.32M | 7.64 | 4.09 | - | ||
Steadyhand Small Cap Equity | 111.88M | 5.03 | 5.14 | 3.92 | ||
Steadyhand Global Small Equity A | 75.82M | 5.18 | 0.59 | - |
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