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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.68 | 6.71 | 5.03 |
Shares | 84.96 | 84.96 | 0.00 |
Bonds | 8.78 | 8.78 | 0.00 |
Other | 4.58 | 4.58 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.44 | 16.87 |
Price to Book | 2.87 | 2.39 |
Price to Sales | 2.46 | 1.86 |
Price to Cash Flow | 11.81 | 10.65 |
Dividend Yield | 1.95 | 2.56 |
5 Years Earnings Growth | 11.62 | 10.96 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 19.82 | 17.00 |
Technology | 19.29 | 18.40 |
Industrials | 13.67 | 13.08 |
Healthcare | 11.56 | 11.93 |
Consumer Cyclical | 8.08 | 10.30 |
Basic Materials | 7.00 | 5.70 |
Consumer Defensive | 6.97 | 7.42 |
Energy | 6.05 | 4.24 |
Communication Services | 5.45 | 6.56 |
Utilities | 1.98 | 4.39 |
Real Estate | 0.13 | 3.77 |
Number of long holdings: 44
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Trojan Ethical Fund O Income | GB00BJP0XY24 | 14.30 | - | - | |
Microsoft | US5949181045 | 3.50 | 435.27 | -0.78% | |
Marsh McLennan | US5717481023 | 3.43 | 223.55 | -0.47% | |
AstraZeneca | GB0009895292 | 3.37 | 11,780.0 | -0.99% | |
Shell | GB00BP6MXD84 | 3.28 | 30.80 | -1.22% | |
Hitachi | JP3788600009 | 3.10 | 3,672.0 | +0.36% | |
Visa A | US92826C8394 | 2.87 | 284.77 | -0.16% | |
Gold Bullion Securities ETC | GB00B00FHZ82 | 2.84 | 240.23 | +1.03% | |
T-Mobile US | US8725901040 | 2.69 | 199.44 | -0.10% | |
Berkshire Hathaway B | US0846707026 | 2.69 | 455.31 | -0.96% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CF Gulland Fund | 11.39M | 5.33 | 2.26 | 6.39 |
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