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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 44.99 | 44.99 | 0.00 |
Bonds | 55.01 | 55.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.01 | 17.32 |
Price to Book | 2.99 | 2.67 |
Price to Sales | 1.79 | 1.93 |
Price to Cash Flow | 12.28 | 11.32 |
Dividend Yield | 1.87 | 2.43 |
5 Years Earnings Growth | 9.01 | 10.11 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.54 | 20.10 |
Financial Services | 20.64 | 16.11 |
Healthcare | 12.89 | 11.61 |
Industrials | 8.40 | 10.76 |
Communication Services | 7.40 | 6.69 |
Consumer Cyclical | 7.14 | 9.26 |
Utilities | 6.10 | 3.79 |
Consumer Defensive | 5.99 | 6.85 |
Energy | 4.91 | 5.55 |
Basic Materials | 2.99 | 3.73 |
Number of long holdings: 394
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 2.26 | 203.19 | -9.25% | |
Microsoft | US5949181045 | 2.04 | 373.11 | -2.36% | |
Alphabet A | US02079K3059 | 1.69 | 150.72 | -4.02% | |
Broadcom | US11135F1012 | 1.43 | 153.89 | -10.58% | |
Amazon.com | US0231351067 | 1.29 | 178.41 | -8.98% | |
JPMorgan | US46625H1005 | 1.29 | 228.68 | -6.97% | |
PUERTO RICO SALES TAX FING CORP SALES TAX REV 5% | - | 1.16 | - | - | |
NEW YORK N Y 4.05% | - | 0.97 | - | - | |
Eli Lilly | US5324571083 | 0.95 | 789.09 | -3.56% | |
NVIDIA | US67066G1040 | 0.91 | 101.79 | -7.82% |
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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