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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.65 | 7.45 | 4.80 |
Shares | 59.81 | 59.81 | 0.00 |
Bonds | 37.27 | 37.27 | 0.00 |
Convertible | 0.27 | 0.27 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.39 | 15.51 |
Price to Book | 2.85 | 2.26 |
Price to Sales | 2.26 | 1.64 |
Price to Cash Flow | 14.15 | 9.61 |
Dividend Yield | 1.86 | 2.87 |
5 Years Earnings Growth | 10.27 | 9.53 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 23.66 | 18.45 |
Industrials | 23.62 | 12.04 |
Technology | 17.84 | 15.98 |
Healthcare | 14.28 | 9.81 |
Consumer Cyclical | 8.34 | 10.71 |
Basic Materials | 5.18 | 5.26 |
Consumer Defensive | 3.63 | 7.99 |
Utilities | 1.92 | 3.67 |
Communication Services | 1.54 | 6.50 |
Number of long holdings: 336
Number of short holdings: 47
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Standard Chartered | GB0004082847 | 1.88 | 1,145.00 | -0.04% | |
Experian | GB00B19NLV48 | 1.83 | 3,722.0 | +1.36% | |
Relx | GB00B2B0DG97 | 1.82 | 4,011.00 | +0.53% | |
London Stock Exchange | GB00B0SWJX34 | 1.81 | 11,310.0 | +0.58% | |
Westinghouse Air Brake | US9297401088 | 1.74 | 204.88 | +0.64% | |
Microsoft | US5949181045 | 1.74 | 464.78 | +0.39% | |
Schneider Electric | FR0000121972 | 1.73 | 225.05 | +1.51% | |
Visa A | US92826C8394 | 1.72 | 368.69 | +0.77% | |
Compass | GB00BD6K4575 | 1.70 | 2,581.35 | +0.05% | |
Linde PLC | IE000S9YS762 | 1.69 | 413.800 | +0.98% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Diversified Trust D Acc | 3.46B | -1.30 | 2.49 | 6.75 | ||
Diversified Trust Class C Inc | 3.46B | -1.58 | 3.49 | 6.74 | ||
Leaders Trust Class A Inc | 2.82B | 0.43 | 4.21 | 7.64 | ||
Leaders Trust Class C Acc | 2.82B | 0.79 | 4.99 | 8.42 | ||
Leaders Trust Class C Inc | 2.82B | 0.79 | 5.00 | 8.46 |
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