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    | Name | Net % | Long % | Short % | 
|---|---|---|---|
| Cash | 2.13 | 25.89 | 23.76 | 
| Shares | 61.11 | 61.11 | 0.00 | 
| Bonds | 35.25 | 35.41 | 0.16 | 
| Convertible | 0.14 | 0.14 | 0.00 | 
| Preferred | 0.05 | 0.05 | 0.00 | 
| Other | 1.32 | 1.33 | 0.01 | 
| Ratios | Value | Category Average | 
|---|---|---|
| P/E Ratio | 16.18 | 16.46 | 
| Price to Book | 2.06 | 2.36 | 
| Price to Sales | 1.67 | 1.72 | 
| Price to Cash Flow | 9.76 | 10.15 | 
| Dividend Yield | 2.74 | 2.77 | 
| 5 Years Earnings Growth | 8.88 | 9.20 | 
| Name | Net % | Category Average | 
|---|---|---|
| Technology | 19.85 | 17.46 | 
| Financial Services | 19.00 | 18.31 | 
| Industrials | 11.68 | 12.69 | 
| Consumer Cyclical | 10.74 | 10.23 | 
| Healthcare | 7.71 | 9.00 | 
| Communication Services | 7.58 | 6.95 | 
| Consumer Defensive | 6.45 | 7.19 | 
| Real Estate | 4.40 | 6.29 | 
| Energy | 4.38 | 3.98 | 
| Basic Materials | 4.16 | 5.13 | 
| Utilities | 4.05 | 3.58 | 
Number of long holdings: 33
Number of short holdings: 2
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| BlackRock Corporate Bond Tracker Fund L Acc | GB00B5MMQ552 | 10.24 | 1.68 | 0.22% | |
| Vanguard UK Invm Grd Bd Idx £ Dist | IE00B1S74W91 | 10.13 | - | - | |
| Fidelity Index Emerging Markets P Accumulation | GB00BHZK8D21 | 9.90 | 2.358 | -0.29% | |
| abrdn Asia Pacific ex-Japan TrkrN£Acc | GB00BKBD2G73 | 7.75 | - | - | |
| Legal & General US Index Trust C Acc | GB00BG0QPL51 | 7.68 | 14.44 | +0.28% | |
| HSBC American Index Fund Retail Accumulation | GB0000470418 | 7.66 | 14.76 | -0.59% | |
| abrdn Short Dated Glbl Corp Bd TrkrNAcc | GB00BDFZ6Y68 | 4.88 | - | - | |
| BlackRock Japan Equity Tracker Fund L Acc | GB00B08HDJ29 | 3.91 | 3.71 | +0.79% | |
| L&G S&P 500 US Equal Wght Idx C GBP Acc | GB00BSWT8Q21 | 3.83 | - | - | |
| BlackRock UK Equity Tracker Fund L Acc | GB00B08HD810 | 3.82 | 3.76 | +0.90% | 
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Architas Multi Asset Passive Intera | 11.69M | 9.19 | 9.35 | 6.68 | ||
| Architas Multi Asset Passive Interz | 47.77M | 6.83 | 6.94 | 6.63 | ||
| Architas Multi Asset Passive Interd | 20.37M | 0.40 | 3.13 | 5.12 | ||
| Passive Intermediate Fund Class R A | 36.78M | 8.84 | 8.87 | 6.21 | ||
| Architas Multi Asset Blended Intera | 84.24M | 6.05 | 6.33 | 5.53 | 
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