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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.01 | 0.01 | 0.00 |
Shares | 99.60 | 99.60 | 0.00 |
Other | 0.39 | 0.39 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 33.00 | 28.57 |
Price to Book | 8.41 | 7.37 |
Price to Sales | 5.78 | 4.86 |
Price to Cash Flow | 22.10 | 19.21 |
Dividend Yield | 0.50 | 0.68 |
5 Years Earnings Growth | 14.52 | 13.79 |
Name | Net % | Category Average |
---|---|---|
Technology | 42.28 | 39.82 |
Healthcare | 13.99 | 10.64 |
Consumer Cyclical | 12.36 | 14.66 |
Industrials | 10.07 | 6.88 |
Communication Services | 8.36 | 12.79 |
Financial Services | 6.74 | 9.60 |
Consumer Defensive | 3.23 | 3.37 |
Basic Materials | 1.23 | 1.62 |
Real Estate | 1.01 | 1.41 |
Utilities | 0.75 | 1.18 |
Number of long holdings: 57
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 7.71 | 101.80 | -7.81% | |
Microsoft | US5949181045 | 6.66 | 373.11 | -2.36% | |
ServiceNow Inc | US81762P1021 | 5.81 | 774.07 | -6.06% | |
Amazon.com | US0231351067 | 5.34 | 178.41 | -8.98% | |
argenx ADR | US04016X1019 | 4.44 | 590.06 | +1.10% | |
Apple | US0378331005 | 3.95 | 203.19 | -9.25% | |
Meta Platforms | US30303M1027 | 3.39 | 531.62 | -8.96% | |
Trane Technologies | IE00BK9ZQ967 | 3.32 | 331.04 | -4.86% | |
Alphabet A | US02079K3059 | 3.27 | 150.72 | -4.02% | |
Costco | US22160K1051 | 3.21 | 967.08 | +0.21% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Federated Strategic Value Dividend | 5.14B | 7.96 | 8.07 | 7.63 | ||
Federated Kaufmann R | 3.12B | -1.08 | 3.26 | 8.17 | ||
Federated Kaufmann Small Cap Instl | 1.75B | -2.02 | 0.68 | - | ||
Federated Strategic Value DividendA | 1.63B | 7.97 | 7.86 | 7.37 | ||
Federated Kaufmann A | 955.01M | -1.09 | 3.27 | 8.17 |
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