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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.33 | 8.39 | 6.06 |
Shares | 60.04 | 60.04 | 0.00 |
Bonds | 37.35 | 37.35 | 0.00 |
Convertible | 0.27 | 0.27 | 0.00 |
Other | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.50 | 16.39 |
Price to Book | 3.04 | 2.32 |
Price to Sales | 2.33 | 1.70 |
Price to Cash Flow | 15.19 | 10.04 |
Dividend Yield | 1.83 | 2.80 |
5 Years Earnings Growth | 9.89 | 9.20 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 24.03 | 18.17 |
Industrials | 23.31 | 12.66 |
Technology | 18.70 | 17.15 |
Healthcare | 13.65 | 9.16 |
Consumer Cyclical | 8.14 | 10.29 |
Basic Materials | 4.99 | 5.10 |
Consumer Defensive | 3.86 | 7.37 |
Utilities | 1.75 | 3.63 |
Communication Services | 1.57 | 6.83 |
Number of long holdings: 339
Number of short holdings: 52
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Standard Chartered | GB0004082847 | 1.96 | 1,386.00 | +0.80% | |
Microsoft | US5949181045 | 1.94 | 506.69 | -0.58% | |
Broadcom | US11135F1012 | 1.88 | 297.39 | -3.65% | |
Schneider Electric | FR0000121972 | 1.86 | 210.05 | -1.71% | |
Core & Main Inc Class A | - | 1.85 | - | - | |
Westinghouse Air Brake | US9297401088 | 1.81 | 193.50 | -0.86% | |
Relx | GB00B2B0DG97 | 1.76 | 3,446.00 | -1.40% | |
Linde PLC | IE000S9YS762 | 1.69 | 410.000 | -0.24% | |
Prudential | GB0007099541 | 1.68 | 988.60 | +2.30% | |
Tesco | GB00BLGZ9862 | 1.68 | 422.70 | +0.05% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Diversified Trust Class C Acc | 3.51B | 5.37 | 6.41 | 7.52 | ||
Diversified Trust D Acc | 3.51B | -1.30 | 2.49 | 6.75 | ||
Leaders Trust Class A Inc | 2.74B | 6.77 | 10.23 | 8.64 | ||
Leaders Trust Class C Acc | 2.74B | 9.78 | 8.48 | 9.13 | ||
Leaders Trust Class C Inc | 2.74B | 9.80 | 8.48 | 9.16 |
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