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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.70 | 0.70 | 0.00 |
Shares | 99.30 | 99.30 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.75 | 16.07 |
Price to Book | 1.95 | 2.50 |
Price to Sales | 1.99 | 1.72 |
Price to Cash Flow | 9.13 | 10.49 |
Dividend Yield | 4.62 | 2.49 |
5 Years Earnings Growth | 7.57 | 9.26 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 20.21 | 14.59 |
Financial Services | 18.33 | 21.44 |
Utilities | 17.87 | 5.23 |
Energy | 15.73 | 7.40 |
Consumer Defensive | 12.67 | 8.20 |
Real Estate | 5.82 | 3.38 |
Communication Services | 4.23 | 5.89 |
Consumer Cyclical | 3.36 | 7.11 |
Basic Materials | 1.03 | 3.37 |
Industrials | 0.75 | 11.95 |
Number of long holdings: 47
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
TotalEnergies SE | FR0000120271 | 3.63 | 53.50 | +0.75% | |
PNC Financial | US6934751057 | 3.53 | 207.44 | +0.89% | |
Sanofi | FR0000120578 | 3.44 | 84.49 | -1.02% | |
National Grid | GB00BDR05C01 | 3.43 | 1,041.00 | -0.67% | |
Amgen | US0311621009 | 3.37 | 287.71 | +0.74% | |
Enbridge | CA29250N1050 | 3.34 | 48.34 | +1.11% | |
Truist Financial Corp | US89832Q1094 | 3.27 | 46.82 | +0.06% | |
U.S. Bancorp | US9029733048 | 3.26 | 48.83 | +0.33% | |
Exxon Mobil | US30231G1022 | 3.26 | 114.29 | +0.83% | |
AbbVie | US00287Y1091 | 3.14 | 210.40 | +1.19% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Federated Strategic Value Dividend | 5.41B | 7.36 | 7.09 | 7.41 | ||
Federated Kaufmann R | 3.67B | 10.65 | 11.76 | 8.62 | ||
Federated Kaufmann Small Cap Instl | 1.91B | 7.32 | 8.18 | - | ||
Federated Strategic Value DividendA | 1.66B | 7.08 | 6.82 | 7.15 | ||
Federated Kaufmann A | 1.11B | 10.87 | 11.79 | 8.64 |
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