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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.050 | 5.110 | 0.060 |
Shares | 94.940 | 94.940 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.324 | 18.107 |
Price to Book | 2.932 | 3.018 |
Price to Sales | 2.271 | 2.223 |
Price to Cash Flow | 11.963 | 12.107 |
Dividend Yield | 1.791 | 2.045 |
5 Years Earnings Growth | 8.871 | 10.414 |
Name | Net % | Category Average |
---|---|---|
Technology | 18.850 | 23.557 |
Financial Services | 15.430 | 16.893 |
Healthcare | 13.530 | 13.093 |
Industrials | 13.230 | 11.625 |
Basic Materials | 13.020 | 3.981 |
Communication Services | 10.040 | 7.900 |
Consumer Defensive | 7.290 | 7.484 |
Energy | 5.900 | 3.529 |
Consumer Cyclical | 1.920 | 10.567 |
Utilities | 0.430 | 2.552 |
Real Estate | 0.370 | 2.761 |
Number of long holdings: 41
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total World Stock | US9220427424 | 6.58 | 116.13 | +0.28% | |
Microsoft | US5949181045 | 4.27 | 391.16 | -0.18% | |
Sandoz | CH1243598427 | 4.21 | 36.07 | +3.09% | |
Netflix | US64110L1061 | 4.16 | 1,110.38 | +0.80% | |
Berkshire Hathaway B | US0846707026 | 4.01 | 530.94 | 0.00% | |
Swissquote Group Holding SA | CH0010675863 | 3.94 | 406.80 | +1.14% | |
Visa A | US92826C8394 | 3.94 | 337.51 | +0.70% | |
ProShares S&P 500 Dividend Aristocrats | - | 3.85 | - | - | |
Linde PLC | IE000S9YS762 | 3.75 | 394.000 | +0.61% | |
Alcon | CH0432492467 | 3.44 | 78.72 | +0.25% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Truffle MET Flexible Fund A | 12.88B | 6.04 | 9.76 | 8.77 | ||
Truffle MET Flexible Fund C | 12.88B | 6.09 | 9.95 | 9.09 | ||
Truffle MET Flexible Fund D | 12.88B | 6.12 | 10.08 | 9.22 | ||
Sanlam Investment Management InflB7 | 10.43B | 1.39 | 8.48 | 7.56 | ||
Sanlam Investment Management Inflat | 10.43B | 1.34 | 8.23 | 7.31 |
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