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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 48.10 | 48.10 | 0.00 |
Bonds | 51.90 | 51.90 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.92 | 17.73 |
Price to Book | 3.32 | 2.72 |
Price to Sales | 1.82 | 1.96 |
Price to Cash Flow | 11.65 | 11.28 |
Dividend Yield | 1.84 | 2.43 |
5 Years Earnings Growth | 9.69 | 9.95 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.91 | 20.17 |
Financial Services | 18.97 | 16.29 |
Industrials | 10.71 | 10.61 |
Healthcare | 10.17 | 11.64 |
Consumer Cyclical | 8.48 | 9.10 |
Communication Services | 7.53 | 6.80 |
Utilities | 6.20 | 3.91 |
Consumer Defensive | 6.03 | 7.09 |
Energy | 4.32 | 5.69 |
Basic Materials | 2.68 | 3.74 |
Number of long holdings: 387
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 2.49 | 517.35 | +0.31% | |
Apple | US0378331005 | 1.91 | 258.02 | +0.35% | |
Broadcom | US11135F1012 | 1.75 | 338.37 | +0.06% | |
Alphabet A | US02079K3059 | 1.62 | 245.35 | -0.14% | |
JPMorgan | US46625H1005 | 1.61 | 310.03 | +0.81% | |
Amazon.com | US0231351067 | 1.33 | 219.51 | -1.30% | |
NVIDIA | US67066G1040 | 1.11 | 187.62 | -0.67% | |
CenterPoint Energy | US15189T1079 | 1.06 | 38.86 | +1.49% | |
Eli Lilly | US5324571083 | 0.99 | 839.87 | +2.44% | |
MIZUHO FLOATER / RESIDUAL TR VAR STS 4.17% | - | 0.98 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Federated Strategic Value Dividend | 5.43B | 12.69 | 10.00 | 8.49 | ||
Federated Kaufmann R | 3.66B | 12.09 | 13.17 | 9.56 | ||
Federated Kaufmann Small Cap Instl | 1.9B | 9.91 | 10.01 | - | ||
Federated Strategic Value DividendA | 1.65B | 12.42 | 9.74 | 8.21 | ||
Federated MDT Small Cap Core Instl | 1.24B | 10.26 | 13.67 | 11.01 |
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