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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.55 | 1.07 | 0.52 |
Shares | 99.32 | 99.62 | 0.30 |
Other | 0.12 | 0.12 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.01 | 16.52 |
Price to Book | 2.22 | 2.72 |
Price to Sales | 1.67 | 1.83 |
Price to Cash Flow | 10.00 | 10.25 |
Dividend Yield | 2.28 | 2.44 |
5 Years Earnings Growth | 10.36 | 11.40 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.04 | 21.69 |
Financial Services | 18.99 | 16.12 |
Industrials | 10.90 | 10.67 |
Consumer Cyclical | 10.45 | 10.52 |
Healthcare | 9.19 | 10.65 |
Communication Services | 7.74 | 8.39 |
Consumer Defensive | 5.52 | 7.20 |
Basic Materials | 3.73 | 4.41 |
Energy | 3.55 | 4.80 |
Utilities | 3.04 | 3.08 |
Real Estate | 2.84 | 5.07 |
Number of long holdings: 82
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Core MSCI Intl Dev Mkts ETF | - | 19.77 | - | - | |
SPDR Portfolio S&P 500 Growth | US78464A4094 | 16.85 | 87.83 | -0.78% | |
Invesco S&P 500 Equal Weight | US46137V3574 | 8.00 | 174.33 | -0.40% | |
SPDR Portfolio S&P 500 Value | US78464A5083 | 7.99 | 50.02 | -0.54% | |
iShares Core MSCI Emerging Markets ETF | - | 7.97 | - | - | |
iShares Core S&P Small-Cap | US4642878049 | 6.95 | 103.99 | -0.53% | |
SPDR Portfolio Emerging Markets | US78463X5095 | 4.01 | 41.63 | +0.39% | |
iShares MSCI USA Value Factor ETF | - | 4.01 | - | - | |
iShares Core Dividend Growth ETF | - | 3.97 | - | - | |
Invesco KBW Bank ETF | - | 3.05 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Horizon Active Risk Assist N | 1.29B | -4.62 | 5.27 | 4.20 |
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