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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.670 | 1.720 | 0.050 |
Shares | 98.330 | 98.330 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.861 | 12.939 |
Price to Book | 1.958 | 1.615 |
Price to Sales | 2.735 | 2.477 |
Price to Cash Flow | 12.851 | 18.792 |
Dividend Yield | 1.836 | 2.466 |
5 Years Earnings Growth | 8.216 | 11.993 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 85.710 | 94.584 |
Technology | 8.040 | 6.445 |
Industrials | 4.350 | 3.489 |
Real Estate | 1.910 | 1.406 |
Number of long holdings: 44
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 7.35 | 277.24 | +0.81% | |
Chubb | CH0044328745 | 5.91 | 287.28 | +1.22% | |
Ameriprise Financial | US03076C1062 | 4.63 | 518.11 | +1.52% | |
Visa A | US92826C8394 | 4.50 | 342.77 | +1.24% | |
ICE | US45866F1049 | 4.20 | 179.56 | +0.63% | |
Fiserv | US3377381088 | 4.11 | 169.93 | +4.01% | |
Bank of America | US0605051046 | 3.88 | 46.02 | +1.14% | |
U.S. Bancorp | US9029733048 | 3.84 | 43.87 | +1.34% | |
QCR | US74727A1043 | 3.62 | 66.01 | +2.17% | |
Brown&Brown | US1152361010 | 3.46 | 110.54 | +1.75% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
1919 Socially Responsive Balanced A | 265.59M | -3.68 | 4.84 | 8.22 | ||
1919 Financial Services A | 68.8M | 33.89 | 6.61 | 10.22 | ||
1919 Financial Services Fund Classi | 35.45M | 34.16 | 6.89 | 10.55 |
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