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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 44.73 | 44.73 | 0.00 |
Bonds | 55.27 | 55.27 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.91 | 17.25 |
Price to Book | 3.09 | 2.66 |
Price to Sales | 1.71 | 1.91 |
Price to Cash Flow | 11.22 | 11.11 |
Dividend Yield | 1.94 | 2.47 |
5 Years Earnings Growth | 12.72 | 10.15 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.61 | 19.65 |
Financial Services | 19.08 | 16.22 |
Healthcare | 14.69 | 12.00 |
Industrials | 8.42 | 10.64 |
Communication Services | 7.13 | 6.68 |
Utilities | 7.11 | 3.91 |
Consumer Cyclical | 6.94 | 9.10 |
Consumer Defensive | 6.05 | 7.18 |
Energy | 5.83 | 5.83 |
Basic Materials | 3.13 | 3.75 |
Number of long holdings: 382
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 2.07 | 214.15 | -0.12% | |
Microsoft | US5949181045 | 1.87 | 506.07 | +0.16% | |
MIZUHO FLOATER / RESIDUAL TR VAR STS 3.72% | - | 1.45 | - | - | |
Alphabet A | US02079K3059 | 1.42 | 190.23 | -0.58% | |
JPMorgan | US46625H1005 | 1.36 | 296.76 | +1.83% | |
PUERTO RICO SALES TAX FING CORP SALES TAX REV 5% | - | 1.18 | - | - | |
Amazon.com | US0231351067 | 1.16 | 228.32 | +0.37% | |
Broadcom | US11135F1012 | 1.06 | 283.82 | +1.88% | |
Eli Lilly | US5324571083 | 1.05 | 798.89 | +2.89% | |
CenterPoint Energy | US15189T1079 | 1.04 | 37.12 | -1.69% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Federated Strategic Value Dividend | 5.2B | 6.18 | 7.24 | 7.72 | ||
Federated Kaufmann R | 3.64B | 9.03 | 14.13 | 8.64 | ||
Federated Kaufmann Small Cap Instl | 1.89B | 4.54 | 10.61 | - | ||
Federated Strategic Value DividendA | 1.61B | 6.09 | 7.03 | 7.46 | ||
Federated Kaufmann A | 1.11B | 9.06 | 14.10 | 8.64 |
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