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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 | 12.916 |
Price to Book | 1.958 | 1.620 |
Price to Sales | 2.735 | 2.535 |
Price to Cash Flow | 12.851 | 10.422 |
Dividend Yield | 1.836 | 2.444 |
5 Years Earnings Growth | 8.216 | 10.637 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 85.710 | 94.700 |
Technology | 8.040 | 6.607 |
Industrials | 4.350 | 3.405 |
Real Estate | 1.910 | 1.559 |
Number of long holdings: 44
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 7.35 | 266.65 | -0.24% | |
Chubb | CH0044328745 | 5.91 | 272.17 | +0.11% | |
Ameriprise Financial | US03076C1062 | 4.63 | 534.36 | -1.66% | |
Visa A | US92826C8394 | 4.50 | 343.47 | +0.49% | |
ICE | US45866F1049 | 4.20 | 159.76 | -0.04% | |
Fiserv | US3377381088 | 4.11 | 215.40 | -0.30% | |
Bank of America | US0605051046 | 3.88 | 45.88 | -0.91% | |
U.S. Bancorp | US9029733048 | 3.84 | 47.29 | -1.03% | |
QCR | US74727A1043 | 3.62 | 76.91 | -1.09% | |
Brown&Brown | US1152361010 | 3.46 | 104.62 | -0.04% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
1919 Socially Responsive Balanced A | 275.81M | 18.19 | 4.91 | 8.97 | ||
1919 Financial Services A | 72.15M | 33.89 | 6.61 | 10.22 | ||
1919 Financial Services Fund Classi | 37.26M | 34.16 | 6.89 | 10.55 |
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