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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.02 | 2.02 | 0.00 |
Shares | 97.98 | 97.98 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 31.29 | 27.95 |
Price to Book | 6.42 | 6.66 |
Price to Sales | 4.92 | 4.16 |
Price to Cash Flow | 21.72 | 18.49 |
Dividend Yield | 0.62 | 0.71 |
5 Years Earnings Growth | 14.12 | 14.79 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.66 | 38.71 |
Healthcare | 18.74 | 12.87 |
Consumer Cyclical | 13.84 | 14.19 |
Financial Services | 10.61 | 9.29 |
Communication Services | 7.96 | 11.04 |
Industrials | 6.50 | 7.18 |
Consumer Defensive | 4.05 | 3.85 |
Real Estate | 3.17 | 1.69 |
Basic Materials | 1.70 | 1.90 |
Energy | 1.04 | 1.87 |
Utilities | 0.73 | 1.04 |
Number of long holdings: 69
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.61 | 406.66 | +2.22% | |
Alphabet A | US02079K3059 | 5.26 | 167.21 | +0.35% | |
Amazon.com | US0231351067 | 4.62 | 186.24 | +0.82% | |
ServiceNow Inc | US81762P1021 | 4.36 | 716.65 | +3.01% | |
argenx ADR | US04016X1019 | 3.80 | 388.20 | -1.33% | |
Costco | US22160K1051 | 3.19 | 743.90 | +1.56% | |
Apple | US0378331005 | 2.97 | 183.36 | +5.97% | |
Workday | US98138H1014 | 2.72 | 255.78 | +1.97% | |
BlackRock | US09247X1019 | 2.52 | 763.48 | +0.86% | |
TJX | US8725401090 | 2.50 | 95.10 | +0.20% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Federated Strategic Value Dividend | 4.65B | 3.70 | 7.23 | 6.76 | ||
Federated Kaufmann R | 3.42B | 8.94 | -2.46 | 8.94 | ||
Federated Kaufmann Small Cap Instl | 2.48B | 7.75 | -4.82 | - | ||
Federated Strategic Value DividendA | 1.49B | 3.67 | 6.95 | 6.50 | ||
Federated Kaufmann A | 1.1B | 8.95 | -2.41 | 8.95 |
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