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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 27.690 | 27.790 | 0.100 |
Shares | 67.940 | 69.750 | 1.810 |
Other | 4.370 | 4.370 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.665 | 12.979 |
Price to Book | 3.100 | 1.821 |
Price to Sales | 2.321 | 1.552 |
Price to Cash Flow | 11.394 | 7.493 |
Dividend Yield | 1.620 | 3.930 |
5 Years Earnings Growth | 10.267 | 12.216 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.950 | 10.776 |
Consumer Cyclical | 25.520 | 12.343 |
Financial Services | 19.760 | 21.287 |
Healthcare | 12.570 | 7.090 |
Communication Services | 7.080 | 12.284 |
Basic Materials | 4.540 | 12.475 |
Consumer Defensive | 3.820 | 8.967 |
Industrials | 0.320 | 6.981 |
Real Estate | 0.210 | 8.707 |
Energy | 0.160 | 3.872 |
Utilities | 0.080 | 1.238 |
Number of long holdings: 42
Number of short holdings: 8
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SPDR® Gold Shares | - | 4.37 | - | - | |
Crocs | US2270461096 | 3.70 | 143.04 | -1.24% | |
Berkshire Hathaway B | US0846707026 | 3.19 | 452.36 | -0.48% | |
ServiceNow Inc | US81762P1021 | 3.19 | 890.03 | -3.63% | |
AbbVie | US00287Y1091 | 3.17 | 191.26 | -1.16% | |
Microsoft | US5949181045 | 3.13 | 432.11 | +0.69% | |
AutoZone | US0533321024 | 3.05 | 3,108.97 | +2.14% | |
BlackRock | US09247X1019 | 2.98 | 936.80 | -0.47% | |
UnitedHealth | US91324P1021 | 2.95 | 576.31 | +0.19% | |
SS&Cs | US78467J1007 | 2.93 | 73.85 | -1.31% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
36ONE BCI Equity A | 8.33B | 12.11 | 12.06 | 11.07 | ||
36ONE BCI Equity B | 8.33B | 13.90 | 14.11 | 13.33 | ||
36ONE BCI Equity C | 8.33B | 11.33 | 12.27 | 11.38 | ||
36ONE BCI Equity D | 8.33B | 11.40 | 12.38 | 11.45 | ||
PortfolioMetrix BCI Global Eq B1 | 8.78B | 25.26 | 11.52 | - |
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