
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 26.490 | 45.260 | 18.770 |
Bonds | 62.690 | 62.710 | 0.020 |
Convertible | 0.120 | 0.120 | 0.000 |
Preferred | 0.160 | 0.230 | 0.070 |
Other | 12.000 | 20.740 | 8.740 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 7.535 | 10.487 |
Price to Book | 1.018 | 1.374 |
Price to Sales | 0.553 | 1.518 |
Price to Cash Flow | 3.118 | 11.369 |
Dividend Yield | 5.341 | 5.794 |
5 Years Earnings Growth | 18.955 | 13.662 |
Name | Net % | Category Average |
---|---|---|
Utilities | 23.260 | 36.794 |
Financial Services | 19.770 | -5.734 |
Consumer Cyclical | 13.770 | 30.813 |
Energy | 10.990 | 40.840 |
Industrials | 8.870 | -40.295 |
Healthcare | 6.550 | -22.609 |
Real Estate | 6.420 | 40.353 |
Technology | 5.580 | 23.224 |
Basic Materials | 2.130 | 30.047 |
Consumer Defensive | 2.110 | -1.514 |
Communication Services | 0.560 | -19.773 |
Number of long holdings: 6
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
CSHG WM Long Biased FIC FIM | - | 50.64 | - | - | |
CSHG All SPX Nimitz Q FIC FIM 2 | - | 35.11 | - | - | |
CSHG Portfolio ESG FIC FIM C Priv | - | 11.36 | - | - | |
CSHG CS Evolution DI Priv FIC FI RF | - | 3.11 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CSHG ALLOCATION VERDE AM PRIVATE FC | 1.12B | 2.67 | 12.04 | 9.79 | ||
CSHG ALLOCATION SPX RAPTOR CSHG FIC | 776.38M | -0.94 | 8.18 | 16.41 | ||
CSHG TOP 30 FUNDO DE INVESTIMENTO E | 380.7M | 4.35 | 9.18 | 9.55 | ||
CSHG TOP FUNDO DE INVESTIMENTO EM C | 142.94M | 1.00 | 8.45 | 9.08 | ||
CSHG ALLOCATION VERDE 14 FUNDO DE I | 71.85M | 2.76 | 12.48 | 10.19 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review