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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 98.79 | 98.79 | 0.00 |
Other | 1.21 | 1.21 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.93 | 16.08 |
Price to Book | 2.56 | 2.50 |
Price to Sales | 1.81 | 1.72 |
Price to Cash Flow | 10.70 | 10.49 |
Dividend Yield | 1.94 | 2.49 |
5 Years Earnings Growth | 10.11 | 9.27 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 26.81 | 21.45 |
Industrials | 13.75 | 11.93 |
Healthcare | 12.81 | 14.63 |
Consumer Cyclical | 8.14 | 7.09 |
Technology | 7.96 | 13.18 |
Consumer Defensive | 6.68 | 8.21 |
Energy | 6.39 | 7.40 |
Utilities | 5.87 | 5.21 |
Communication Services | 4.83 | 5.87 |
Basic Materials | 4.32 | 3.38 |
Real Estate | 2.45 | 3.38 |
Number of long holdings: 74
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 3.47 | 296.24 | +1.64% | |
Bank of America | US0605051046 | 3.23 | 49.48 | +2.53% | |
Wells Fargo&Co | US9497461015 | 2.64 | 79.10 | +1.63% | |
Rtx Corp | US75513E1010 | 2.61 | 156.24 | -0.05% | |
Berkshire Hathaway B | US0846707026 | 2.59 | 489.00 | +0.08% | |
Capital One Financial | US14040H1059 | 2.55 | 221.22 | +4.34% | |
Willis Towers Watson | IE00BDB6Q211 | 2.52 | 339.25 | +0.62% | |
Amazon.com | US0231351067 | 2.49 | 228.84 | +3.10% | |
Exxon Mobil | US30231G1022 | 2.38 | 111.28 | +1.88% | |
Medtronic | IE00BTN1Y115 | 2.36 | 92.71 | +1.77% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Federated Strategic Value Dividend | 5.39B | 7.36 | 7.09 | 7.41 | ||
Federated Kaufmann R | 3.66B | 10.65 | 11.76 | 8.62 | ||
Federated Kaufmann Small Cap Instl | 1.92B | 7.32 | 8.18 | - | ||
Federated Strategic Value DividendA | 1.66B | 7.08 | 6.82 | 7.15 | ||
Federated Kaufmann A | 1.11B | 10.87 | 11.79 | 8.64 |
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