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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 7.690 | 14.250 | 6.560 |
Shares | 92.300 | 92.300 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.436 | 17.901 |
Price to Book | 3.519 | 2.969 |
Price to Sales | 2.453 | 2.199 |
Price to Cash Flow | 11.746 | 11.852 |
Dividend Yield | 1.301 | 2.077 |
5 Years Earnings Growth | 8.922 | 10.075 |
Name | Net % | Category Average |
---|---|---|
Consumer Cyclical | 31.640 | 10.485 |
Technology | 28.760 | 23.529 |
Financial Services | 17.910 | 16.945 |
Healthcare | 10.050 | 12.932 |
Communication Services | 7.880 | 7.932 |
Industrials | 3.090 | 11.820 |
Consumer Defensive | 0.250 | 7.530 |
Real Estate | 0.180 | 2.760 |
Energy | 0.150 | 3.478 |
Basic Materials | 0.060 | 3.984 |
Utilities | 0.040 | 2.583 |
Number of long holdings: 42
Number of short holdings: 14
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alibaba | KYG017191142 | 4.62 | 116.60 | -1.44% | |
SS&Cs | US78467J1007 | 4.04 | 80.64 | +0.52% | |
Broadcom | US11135F1012 | 3.74 | 246.93 | -5.00% | |
Meta Platforms | US30303M1027 | 3.71 | 697.71 | +1.91% | |
Booking | US09857L1089 | 3.69 | 5,614.61 | +0.79% | |
Berkshire Hathaway B | US0846707026 | 3.69 | 493.53 | +0.98% | |
Mastercard | US57636Q1040 | 3.67 | 590.12 | +0.80% | |
Starbucks | US8552441094 | 3.63 | 89.64 | +3.05% | |
Amazon.com | US0231351067 | 3.31 | 213.57 | +2.72% | |
AutoZone | US0533321024 | 3.31 | 3,719.24 | -0.16% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PortfolioMetrix BCI Global Eq B2 | 8.96B | -1.53 | 13.06 | 12.16 | ||
PortfolioMetrix BCI Global Eq B1 | 8.96B | -1.47 | 13.51 | 12.65 | ||
Investec Wealth Investmen BCI Bal H | 10.21B | 0.61 | 9.96 | - | ||
36ONE BCI Equity B | 9.4B | 5.42 | 11.34 | 12.32 | ||
36ONE BCI Equity A | 9.4B | 4.92 | 9.45 | 10.15 |
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