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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.97 | 4.21 | 2.24 |
Shares | 71.51 | 71.52 | 0.01 |
Bonds | 16.79 | 18.51 | 1.72 |
Convertible | 2.96 | 2.96 | 0.00 |
Preferred | 0.09 | 0.09 | 0.00 |
Other | 6.66 | 6.77 | 0.11 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.14 | 17.33 |
Price to Book | 2.92 | 2.49 |
Price to Sales | 2.20 | 1.97 |
Price to Cash Flow | 11.40 | 10.79 |
Dividend Yield | 2.54 | 2.51 |
5 Years Earnings Growth | 7.57 | 9.67 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 18.99 | 18.66 |
Technology | 18.05 | 18.67 |
Healthcare | 12.09 | 10.46 |
Industrials | 11.87 | 13.75 |
Consumer Defensive | 11.72 | 6.97 |
Energy | 7.28 | 3.57 |
Consumer Cyclical | 6.90 | 10.48 |
Basic Materials | 4.93 | 5.03 |
Communication Services | 4.80 | 7.03 |
Real Estate | 3.19 | 3.71 |
Utilities | 0.17 | 4.70 |
Number of long holdings: 48
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Findlay Park American USD | IE0002458671 | 5.68 | 229.930 | -1.04% | |
Polar Capital Tech | GB00BR3YV268 | 5.66 | 429.00 | -1.61% | |
U.K. 20Y | GB0004893086 | 4.38 | 5.221 | +0.52% | |
Shell | GB00BP6MXD84 | 3.90 | 30.99 | +0.13% | |
United States Treasury Bonds 3.625% | - | 3.89 | - | - | |
HgCapital | GB00BJ0LT190 | 3.72 | 484.50 | -1.72% | |
Visa A | US92826C8394 | 3.49 | 341.89 | +1.94% | |
Polar Capital Global Convertible Fund S Income | IE00BKRVLY61 | 3.02 | 10.650 | -0.56% | |
AstraZeneca | GB0009895292 | 2.94 | 12,558.0 | +0.03% | |
Renewables | GG00BBHX2H91 | 2.86 | 76.50 | -0.39% |
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