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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 | 20.173 |
Price to Book | 4.092 | 3.871 |
Price to Sales | 2.714 | 2.566 |
Price to Cash Flow | 13.584 | 13.634 |
Dividend Yield | 1.538 | 1.576 |
5 Years Earnings Growth | 10.311 | 10.749 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.980 | 28.021 |
Financial Services | 14.370 | 14.978 |
Healthcare | 11.220 | 12.334 |
Consumer Cyclical | 10.240 | 10.347 |
Communication Services | 9.350 | 8.504 |
Industrials | 7.380 | 9.772 |
Consumer Defensive | 6.070 | 6.347 |
Energy | 3.620 | 3.790 |
Utilities | 2.750 | 2.699 |
Real Estate | 2.230 | 2.314 |
Basic Materials | 1.790 | 2.388 |
Number of long holdings: 477
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.38 | 211.36 | +1.70% | |
Microsoft | US5949181045 | 5.29 | 490.30 | -0.36% | |
NVIDIA | US67066G1040 | 5.08 | 157.01 | +2.42% | |
E-mini S&P 500 Future June 25 | - | 4.68 | - | - | |
Amazon.com | US0231351067 | 3.43 | 220.02 | -0.20% | |
Meta Platforms | US30303M1027 | 2.46 | 716.50 | -0.38% | |
Berkshire Hathaway B | US0846707026 | 1.82 | 480.00 | -1.96% | |
Alphabet A | US02079K3059 | 1.73 | 178.54 | +1.54% | |
Broadcom | US11135F1012 | 1.50 | 271.15 | +2.42% | |
Alphabet C | US02079K1079 | 1.41 | 179.62 | +1.53% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Federated Strategic Value Dividend | 5.07B | 4.99 | 4.81 | 7.28 | ||
Federated Kaufmann R | 3.61B | 3.79 | 11.00 | 8.12 | ||
Federated Kaufmann Small Cap Instl | 1.88B | 0.29 | 7.18 | - | ||
Federated Strategic Value DividendA | 1.58B | 4.92 | 4.59 | 7.03 | ||
Federated Kaufmann A | 1.1B | 3.99 | 11.02 | 8.14 |
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