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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.62 | 0.89 | 0.27 |
Shares | 99.26 | 99.26 | 0.00 |
Other | 0.13 | 0.13 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.86 | 16.62 |
Price to Book | 2.48 | 2.69 |
Price to Sales | 1.95 | 1.82 |
Price to Cash Flow | 10.97 | 10.02 |
Dividend Yield | 2.27 | 2.45 |
5 Years Earnings Growth | 9.38 | 11.00 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.62 | 22.22 |
Financial Services | 19.76 | 15.94 |
Industrials | 11.79 | 10.68 |
Communication Services | 10.71 | 8.47 |
Consumer Cyclical | 9.62 | 10.55 |
Healthcare | 7.96 | 10.49 |
Consumer Defensive | 5.52 | 7.05 |
Basic Materials | 3.59 | 4.40 |
Energy | 3.15 | 5.61 |
Utilities | 3.07 | 3.03 |
Real Estate | 2.20 | 5.00 |
Number of long holdings: 77
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Core MSCI Intl Dev Mkts ETF | - | 23.82 | - | - | |
SPDR Portfolio S&P 500 Growth | US78464A4094 | 18.93 | 99.49 | -1.12% | |
Invesco S&P 500 Equal Weight | US46137V3574 | 9.91 | 188.62 | -0.07% | |
iShares Core Dividend Growth ETF | - | 7.94 | - | - | |
iShares Core MSCI Emerging Markets ETF | - | 7.94 | - | - | |
SPDR Portfolio S&P 500 Value | US78464A5083 | 4.96 | 54.64 | +0.02% | |
Invesco KBW Bank ETF | - | 3.98 | - | - | |
SPDR Portfolio Emerging Markets | US78463X5095 | 3.97 | 44.40 | -0.45% | |
The Comm Svcs Sel Sect SPDR® ETF | - | 3.01 | - | - | |
JPMorgan BetaBuilders Europe ETF | - | 2.99 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Horizon Active Risk Assist N | 1.39B | 5.41 | 9.75 | 5.27 |
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