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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.66 | 3.90 | 2.24 |
Shares | 72.72 | 72.74 | 0.02 |
Bonds | 16.40 | 18.79 | 2.39 |
Convertible | 3.19 | 3.20 | 0.01 |
Preferred | 0.09 | 0.09 | 0.00 |
Other | 5.94 | 6.11 | 0.17 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.63 | 16.68 |
Price to Book | 2.95 | 2.41 |
Price to Sales | 2.07 | 1.92 |
Price to Cash Flow | 10.97 | 10.47 |
Dividend Yield | 2.37 | 2.56 |
5 Years Earnings Growth | 7.99 | 9.82 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 19.20 | 18.49 |
Technology | 19.03 | 18.18 |
Consumer Defensive | 13.67 | 7.14 |
Healthcare | 12.12 | 10.91 |
Industrials | 10.52 | 13.33 |
Energy | 7.87 | 3.64 |
Consumer Cyclical | 6.38 | 10.69 |
Basic Materials | 4.92 | 5.14 |
Communication Services | 3.29 | 6.88 |
Real Estate | 2.84 | 3.88 |
Utilities | 0.16 | 4.74 |
Number of long holdings: 47
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Findlay Park American USD | IE0002458671 | 5.88 | 229.250 | +0.31% | |
Visa A | US92826C8394 | 4.63 | 355.05 | +1.85% | |
U.K. 20Y | GB0004893086 | 4.18 | 5.158 | 0.00% | |
Apple | US0378331005 | 4.08 | 205.17 | +2.03% | |
United States Treasury Bonds 3.625% | - | 4.02 | - | - | |
Shell | GB00BP6MXD84 | 3.88 | 29.99 | -1.48% | |
Polar Capital Tech | GB00BR3YV268 | 3.76 | 363.50 | +0.14% | |
HgCapital | GB00BJ0LT190 | 3.67 | 515.00 | +0.19% | |
AstraZeneca | GB0009895292 | 3.31 | 10,120.0 | -1.02% | |
Polar Capital Global Convertible Fund S Income | IE00BKRVLY61 | 2.99 | 9.570 | -0.10% |
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