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Balter L/s Small Cap Equity Fund Institutional Class (BEQIX)

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Balter L/S Small Cap Equity Instl historical data, for real-time data please try another search

11.89 +0.04 +0.34%

26/09 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 101.68M

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BEQIX Holdings

Comprehensive information about top holdings and Key Holding Information for the Balter L/S Small Cap Equity Instl (BEQIX) fund. Our Balter L/S Small Cap Equity Instl portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	61.25	61.25	0.00
Shares	38.76	60.80	22.04

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.10	16.97
Price to Book	1.96	2.77
Price to Sales	0.92	1.93
Price to Cash Flow	9.05	10.07
Dividend Yield	0.75	1.93
5 Years Earnings Growth	12.89	10.87

Sector Allocation

Name	Net %	Category Average
Technology	30.87	22.62
Industrials	24.06	9.24
Consumer Cyclical	13.90	8.27
Healthcare	10.72	12.86
Financial Services	10.62	21.08
Basic Materials	5.64	1.58
Communication Services	2.59	10.10
Energy	1.95	9.05
Consumer Defensive	1.43	4.08
Real Estate	-1.79	0.57

Region Allocation

North America
Latin America
Europe Developed
Asia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 169

Number of short holdings: 104

Name	ISIN	Weight %	Last	Change %
R1 RCM Inc	-	3.94	-	-
Nexstar Media Group Inc Class A	-	3.74	-	-
Dirtt Environmental Solutions Ltd	-	2.92	-	-
Craft Brew Alliance Inc	-	1.84	-	-
LKQ Corp	-	1.76	-	-
Clean Harbors Inc	-	1.62	-	-
Graphic Packaging Holding Co	-	1.56	-	-
Pinnacle Financial Partners Inc	-	1.52	-	-
Kemper Corp	-	1.50	-	-
Nuance Communications Inc	-	1.38	-	-

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Recent Quotes

Name	Price	Chg.	Chg. %
Balter L/S Small .	11.89	+0.04	+0.34%
CARV	1.964	-0.006	-0.31%
BLTH	5.250	+0.000	+0.00%
Oasis Crescent Ba.	3.703	-0.032	-0.85%
ITAÚ PRIVATE PREV.	15.735	-4.980	-24.05%
ICATU SEG TNA PRE.	3.141	+0.002	+0.05%
Principal SAM II .	29.677	-0.046	-0.16%
iShares Large Cap.	25.52	0.00	0.00%