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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 100.040 | 100.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.787 | 22.240 |
Price to Book | 4.402 | 3.301 |
Price to Sales | 2.235 | 2.015 |
Price to Cash Flow | 12.896 | 13.446 |
Dividend Yield | 1.582 | 1.165 |
5 Years Earnings Growth | 10.251 | 13.398 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.820 | 25.903 |
Healthcare | 16.440 | 15.461 |
Communication Services | 14.570 | 8.762 |
Industrials | 11.100 | 11.738 |
Consumer Cyclical | 10.920 | 12.248 |
Consumer Defensive | 10.410 | 5.455 |
Financial Services | 9.660 | 14.660 |
Real Estate | 3.000 | 3.429 |
Basic Materials | 0.740 | 2.943 |
Energy | 0.350 | 4.296 |
Number of long holdings: 119
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.15 | 228.20 | -0.29% | |
Microsoft | US5949181045 | 4.67 | 435.27 | -0.78% | |
Alphabet A | US02079K3059 | 2.92 | 163.59 | +0.89% | |
Amazon.com | US0231351067 | 2.73 | 191.60 | +0.91% | |
Berkshire Hathaway B | US0846707026 | 2.41 | 455.31 | -0.96% | |
Walmart | US9311421039 | 2.28 | 79.06 | +1.31% | |
Verizon | US92343V1044 | 2.08 | 44.33 | +0.89% | |
Robert Half | US7703231032 | 2.06 | 66.80 | +1.21% | |
Gen Digital | US6687711084 | 2.05 | 26.48 | -1.45% | |
AutoZone | US0533321024 | 1.80 | 3,020.66 | -0.64% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Uni Glbl Eq EM RA USD | 29.9M | 6.27 | -1.73 | 0.33 | ||
Uni Glbl Eq EM SA USD | 29.9M | 11.26 | -0.04 | -0.15 | ||
Uni Global Equities World RA USD | 25.79M | 5.85 | 0.67 | 4.62 | ||
Uni Global Equities World SA USD | 25.79M | 14.68 | 2.70 | 4.72 | ||
Uni Glbl Eq US SD USD | 18.37M | 10.54 | 6.70 | - |
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