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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.42 | 0.68 | 0.26 |
Shares | 99.49 | 99.49 | 0.00 |
Other | 0.09 | 0.09 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.91 | 16.65 |
Price to Book | 2.66 | 2.73 |
Price to Sales | 1.97 | 1.85 |
Price to Cash Flow | 12.00 | 10.40 |
Dividend Yield | 1.84 | 2.41 |
5 Years Earnings Growth | 10.45 | 11.40 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.68 | 22.17 |
Financial Services | 16.19 | 16.16 |
Consumer Cyclical | 11.95 | 10.53 |
Industrials | 9.82 | 10.63 |
Healthcare | 8.33 | 10.59 |
Communication Services | 8.12 | 8.32 |
Consumer Defensive | 4.58 | 7.06 |
Basic Materials | 2.98 | 4.31 |
Energy | 2.86 | 4.63 |
Real Estate | 2.76 | 4.96 |
Utilities | 2.73 | 3.04 |
Number of long holdings: 80
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SPDR Portfolio S&P 500 Growth | US78464A4094 | 21.88 | 84.47 | +1.81% | |
SPDR Portfolio S&P 500 Value | US78464A5083 | 11.41 | 49.83 | +0.99% | |
iShares Core MSCI Intl Dev Mkts ETF | - | 8.88 | - | - | |
iShares MSCI USA Quality Factor ETF | - | 7.95 | - | - | |
iShares Core MSCI Emerging Markets ETF | - | 7.87 | - | - | |
iShares Core S&P Small-Cap | US4642878049 | 6.50 | 103.03 | +2.26% | |
Invesco S&P 500 Equal Weight | US46137V3574 | 5.74 | 171.89 | +1.76% | |
iShares MSCI Japan | US46434G8226 | 5.03 | 71.89 | +1.01% | |
SPDR Portfolio Emerging Markets | US78463X5095 | 4.00 | 40.49 | +2.64% | |
iShares MSCI USA Value Factor ETF | - | 3.78 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Horizon Active Risk Assist N | 1.27B | -1.79 | 3.94 | 4.59 |
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