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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.990 | 2.990 | 0.000 |
Shares | 97.010 | 97.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.231 | 15.698 |
Price to Book | 2.247 | 2.466 |
Price to Sales | 1.623 | 1.686 |
Price to Cash Flow | 8.985 | 10.415 |
Dividend Yield | 2.941 | 2.538 |
5 Years Earnings Growth | 7.695 | 9.604 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 27.060 | 21.265 |
Healthcare | 18.430 | 15.387 |
Industrials | 11.540 | 11.765 |
Energy | 8.380 | 7.501 |
Communication Services | 8.360 | 5.554 |
Technology | 8.250 | 12.580 |
Consumer Cyclical | 6.220 | 6.802 |
Basic Materials | 4.970 | 3.396 |
Consumer Defensive | 3.610 | 8.545 |
Utilities | 3.170 | 5.324 |
Number of long holdings: 56
Number of short holdings: 24
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
AT&T | US00206R1023 | 4.75 | 28.94 | +3.06% | |
Cisco | US17275R1023 | 4.45 | 69.38 | +1.06% | |
JPMorgan | US46625H1005 | 3.98 | 289.91 | +0.98% | |
Bank of America | US0605051046 | 3.90 | 47.32 | +0.42% | |
Medtronic | IE00BTN1Y115 | 3.39 | 87.17 | +1.34% | |
UnitedHealth | US91324P1021 | 3.23 | 311.97 | +0.93% | |
L3Harris Technologies | US5024311095 | 2.78 | 250.84 | +1.56% | |
Aon | IE00BLP1HW54 | 2.57 | 356.76 | +1.14% | |
Assurant | US04621X1081 | 2.56 | 197.49 | +0.33% | |
EQT | US26884L1098 | 2.32 | 58.32 | +0.02% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BNY Mellon Municipal Opportunities | 1.95B | -1.77 | 2.33 | 2.62 | ||
BNY Mellon Natl Interm Muni Bd M | 1.65B | 0.02 | 2.21 | 1.97 | ||
BNY Mellon Mid Cap Multi-Strategy M | 600.02M | 0.98 | 8.73 | 8.90 | ||
BNY Mellon Natl Short Term Muni Bd | 465.59M | 1.34 | 2.57 | 1.28 | ||
BNY Mellon Asset Allocation M | 433.67M | 2.56 | 8.24 | 7.00 |
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