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    | Name | Net % | Long % | Short % | 
|---|---|---|---|
| Cash | 1.970 | 2.080 | 0.110 | 
| Shares | 98.030 | 98.030 | 0.000 | 
| Ratios | Value | Category Average | 
|---|---|---|
| P/E Ratio | 19.937 | 18.671 | 
| Price to Book | 3.628 | 3.093 | 
| Price to Sales | 2.668 | 2.321 | 
| Price to Cash Flow | 13.423 | 12.271 | 
| Dividend Yield | 1.588 | 2.006 | 
| 5 Years Earnings Growth | 7.268 | 9.724 | 
| Name | Net % | Category Average | 
|---|---|---|
| Technology | 21.070 | 24.652 | 
| Basic Materials | 14.330 | 3.993 | 
| Financial Services | 13.120 | 16.823 | 
| Consumer Defensive | 11.460 | 7.074 | 
| Healthcare | 11.280 | 12.022 | 
| Industrials | 10.810 | 12.140 | 
| Communication Services | 10.430 | 8.295 | 
| Energy | 6.100 | 3.295 | 
| Consumer Cyclical | 1.230 | 10.351 | 
| Utilities | 0.100 | 2.497 | 
| Real Estate | 0.070 | 2.766 | 
Number of long holdings: 45
Number of short holdings: 1
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Sandoz | CH1243598427 | 5.01 | 53.40 | +0.95% | |
| Microsoft | US5949181045 | 4.95 | 525.76 | -2.92% | |
| Barrick Mining | CA06849F1080 | 4.62 | 33.06 | +3.12% | |
| Alphabet C | US02079K1079 | 4.40 | 281.90 | +2.45% | |
| Taiwan Semiconductor | US8740391003 | 4.25 | 303.22 | -0.61% | |
| Berkshire Hathaway B | US0846707026 | 3.63 | 478.52 | +0.58% | |
| Netflix | US64110L1061 | 3.56 | 1,089.00 | -1.04% | |
| Alcon | CH0432492467 | 3.29 | 59.60 | -0.23% | |
| Visa A | US92826C8394 | 3.22 | 345.03 | +1.10% | |
| Linde PLC | IE000S9YS762 | 3.21 | 364.400 | -3.03% | 
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Truffle MET Flexible Fund A | 15.56B | 26.11 | 15.67 | 10.27 | ||
| Truffle MET Flexible Fund C | 15.56B | 26.27 | 15.87 | 10.58 | ||
| Truffle MET Flexible Fund D | 15.56B | 21.39 | 13.82 | 10.36 | ||
| Sanlam Investment General Eq B6 | 10.79B | 30.60 | 19.94 | 10.64 | ||
| Sanlam General Equity R | 10.79B | 30.15 | 19.40 | 10.40 | 
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