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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.350 | 4.350 | 0.000 |
Shares | 95.650 | 95.650 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.510 | 20.662 |
Price to Book | 4.092 | 3.939 |
Price to Sales | 2.714 | 2.639 |
Price to Cash Flow | 13.584 | 13.851 |
Dividend Yield | 1.538 | 1.551 |
5 Years Earnings Growth | 10.311 | 10.560 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.980 | 28.654 |
Financial Services | 14.370 | 14.950 |
Healthcare | 11.220 | 11.806 |
Consumer Cyclical | 10.370 | 10.342 |
Communication Services | 9.220 | 8.651 |
Industrials | 7.600 | 9.874 |
Consumer Defensive | 6.070 | 6.213 |
Energy | 3.620 | 3.699 |
Utilities | 2.530 | 2.673 |
Real Estate | 2.230 | 2.266 |
Basic Materials | 1.790 | 2.362 |
Number of long holdings: 477
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.38 | 213.88 | +0.06% | |
Microsoft | US5949181045 | 5.29 | 513.71 | +0.55% | |
NVIDIA | US67066G1040 | 5.08 | 173.50 | -0.14% | |
E-mini S&P 500 Future June 25 | - | 4.68 | - | - | |
Amazon.com | US0231351067 | 3.43 | 231.44 | -0.34% | |
Meta Platforms | US30303M1027 | 2.46 | 712.68 | -0.30% | |
Berkshire Hathaway B | US0846707026 | 1.82 | 484.07 | +0.72% | |
Alphabet A | US02079K3059 | 1.73 | 193.18 | +0.53% | |
Broadcom | US11135F1012 | 1.50 | 290.18 | +0.51% | |
Alphabet C | US02079K1079 | 1.41 | 194.08 | +0.46% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Federated Strategic Value Dividend | 5.28B | 6.18 | 7.24 | 7.72 | ||
Federated Kaufmann R | 3.66B | 9.03 | 14.13 | 8.64 | ||
Federated Kaufmann Small Cap Instl | 1.9B | 4.54 | 10.61 | - | ||
Federated Strategic Value DividendA | 1.63B | 6.09 | 7.03 | 7.46 | ||
Federated Kaufmann A | 1.11B | 9.06 | 14.10 | 8.64 |
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