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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.38 | 19.92 | 14.54 |
Shares | 20.75 | 20.76 | 0.01 |
Bonds | 68.99 | 78.89 | 9.90 |
Convertible | 0.76 | 0.76 | 0.00 |
Preferred | 0.17 | 0.18 | 0.01 |
Other | 3.95 | 3.96 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.38 | 16.08 |
Price to Book | 2.76 | 2.32 |
Price to Sales | 2.01 | 1.65 |
Price to Cash Flow | 12.00 | 9.73 |
Dividend Yield | 2.04 | 2.61 |
5 Years Earnings Growth | 11.56 | 10.55 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.76 | 20.03 |
Financial Services | 14.63 | 16.42 |
Industrials | 11.58 | 11.43 |
Healthcare | 11.48 | 12.52 |
Consumer Cyclical | 11.01 | 10.81 |
Communication Services | 7.03 | 6.90 |
Consumer Defensive | 5.83 | 7.80 |
Energy | 4.09 | 3.94 |
Basic Materials | 3.85 | 5.86 |
Real Estate | 3.27 | 3.82 |
Utilities | 2.47 | 3.71 |
Number of long holdings: 35
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
DPAM INVEST B Bonds Eur W Capitalisation | BE6246046229 | 6.41 | 79.640 | -0.08% | |
Evli Short Corporate Bond IB | FI4000233242 | 6.07 | - | - | |
Spain 0.8 30-Jul-2029 | ES0000012K53 | 5.39 | 90.210 | +0.48% | |
Fidelity MSCI World Index Fund EUR P Acc | IE00BYX5NX33 | 5.27 | 10.604 | +0.04% | |
Mutuafondo L FI | ES0165237019 | 5.26 | - | - | |
Neuberger Berman Ultr S/T Er Bd EURIAcc | IE00BFZMJT78 | 5.16 | - | - | |
BlueBay Inv Grd Euro Aggt Bd C EUR | LU0842209222 | 5.14 | - | - | |
Franklin Euro Short Dur Bd P2(acc)EUR | LU2386637925 | 5.12 | - | - | |
Natixis Ultra Short Term Bonds Plus SI C | FR0007053749 | 4.90 | 1,664.410 | +0.02% | |
Franklin European Total Return Fund I acc EUR | LU0195952774 | 4.77 | 15.290 | +0.07% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Mistral Cartera Equilibrada R FI | 190.68M | 4.41 | 1.05 | 2.22 | ||
Mistral Cartera Equilibrada I FI | 190.68M | 4.74 | 1.81 | - | ||
Boreas Cartera Activa R FI | 153.98M | 7.84 | 4.39 | 4.78 | ||
Boreas Cartera Activa I | 153.98M | 8.11 | 5.02 | - | ||
ES0180709000 | 51.3M | 2.56 | -0.03 | - |
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