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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.08 | 2.08 | 0.00 |
Shares | 97.92 | 97.98 | 0.06 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.84 | 20.54 |
Price to Book | 3.47 | 3.97 |
Price to Sales | 2.15 | 2.74 |
Price to Cash Flow | 11.77 | 14.17 |
Dividend Yield | 1.39 | 1.56 |
5 Years Earnings Growth | 11.14 | 10.86 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.20 | 28.86 |
Financial Services | 13.75 | 15.05 |
Communication Services | 13.48 | 8.75 |
Consumer Cyclical | 10.95 | 10.55 |
Industrials | 9.53 | 8.74 |
Healthcare | 9.49 | 12.66 |
Consumer Defensive | 5.96 | 5.78 |
Utilities | 3.50 | 2.65 |
Real Estate | 2.23 | 2.29 |
Energy | 2.09 | 3.60 |
Basic Materials | 0.81 | 2.73 |
Number of long holdings: 163
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 6.34 | 111.01 | +4.30% | |
Apple | US0378331005 | 5.71 | 209.28 | +0.44% | |
Microsoft | US5949181045 | 4.12 | 391.85 | +1.17% | |
Alphabet A | US02079K3059 | 2.76 | 161.96 | +1.68% | |
Amazon.com | US0231351067 | 2.49 | 188.99 | +1.31% | |
Netflix | US64110L1061 | 2.00 | 1,101.53 | +0.42% | |
Walmart | US9311421039 | 1.89 | 95.09 | -0.78% | |
Meta Platforms | US30303M1027 | 1.67 | 547.27 | +2.65% | |
Alphabet C | US02079K1079 | 1.61 | 163.85 | +1.47% | |
AT&T | US00206R1023 | 1.58 | 26.81 | -2.62% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Equity Fund P GBP Acc | 7.79M | -9.38 | 8.17 | 12.43 | ||
American Equity Fund R GBP Acc | 691.82M | -9.32 | 8.44 | 12.71 | ||
American Equity Fund U1 GBP Acc | 342.73M | -9.30 | 8.52 | 12.79 | ||
American Equity Fund U2 GBP Acc | 937.53M | -9.29 | 8.61 | 12.87 | ||
Balanced Portfolio A GBP Acc | 985.01M | 0.09 | 0.18 | 2.78 |
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