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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.870 | 1.890 | 0.020 |
Shares | 97.540 | 97.540 | 0.000 |
Other | 0.590 | 0.620 | 0.030 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.809 | 18.334 |
Price to Book | 3.251 | 3.084 |
Price to Sales | 2.074 | 2.253 |
Price to Cash Flow | 13.926 | 12.439 |
Dividend Yield | 1.877 | 2.014 |
5 Years Earnings Growth | 9.334 | 10.621 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.490 | 23.863 |
Financial Services | 15.980 | 16.505 |
Healthcare | 10.720 | 13.069 |
Industrials | 10.160 | 11.489 |
Consumer Cyclical | 9.850 | 10.748 |
Communication Services | 8.550 | 8.003 |
Consumer Defensive | 6.540 | 7.536 |
Energy | 3.860 | 3.462 |
Basic Materials | 3.390 | 3.924 |
Utilities | 2.340 | 2.548 |
Real Estate | 2.130 | 2.718 |
Number of long holdings: 294
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.94 | 223.19 | +0.48% | |
NVIDIA | US67066G1040 | 4.90 | 110.15 | +1.63% | |
Microsoft | US5949181045 | 4.12 | 382.19 | +1.81% | |
Amazon.com | US0231351067 | 3.21 | 192.11 | +0.97% | |
Alphabet C | US02079K1079 | 2.32 | 158.86 | +1.68% | |
Meta Platforms | US30303M1027 | 2.26 | 586.00 | +1.67% | |
Alphabet A | US02079K3059 | 1.62 | 157.07 | +1.57% | |
Tesla | US88160R1014 | 1.56 | 268.48 | +3.60% | |
Broadcom | US11135F1012 | 1.30 | 168.52 | +0.65% | |
Berkshire Hathaway B | US0846707026 | 1.16 | 532.99 | +0.08% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
FI4000349402 | 76.66B | -1.27 | 13.38 | - | ||
FI4000349410 | 76.66B | -1.27 | 13.38 | - | ||
FI4000391180 | 52B | 0.10 | 2.95 | - | ||
FI4000391172 | 52B | 0.10 | 2.95 | - | ||
FI4000064076 | 39.21B | 1.63 | 11.12 | 9.13 |
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