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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.48 | 0.91 | 0.43 |
Shares | 99.40 | 100.15 | 0.75 |
Bonds | 0.06 | 0.06 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.06 | 0.06 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.06 | 16.46 |
Price to Book | 2.52 | 2.67 |
Price to Sales | 1.81 | 1.80 |
Price to Cash Flow | 10.67 | 9.94 |
Dividend Yield | 2.15 | 2.46 |
5 Years Earnings Growth | 10.47 | 11.00 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.97 | 21.93 |
Financial Services | 16.62 | 16.08 |
Industrials | 11.08 | 10.66 |
Consumer Cyclical | 10.69 | 10.56 |
Healthcare | 9.80 | 10.52 |
Communication Services | 7.71 | 8.41 |
Consumer Defensive | 6.17 | 7.10 |
Energy | 3.89 | 5.65 |
Basic Materials | 3.75 | 4.44 |
Utilities | 3.44 | 3.06 |
Real Estate | 2.87 | 5.01 |
Number of long holdings: 74
Number of short holdings: 10
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SPDR Portfolio S&P 500 Growth | US78464A4094 | 21.68 | 97.74 | -0.87% | |
SPDR S&P World ex-US | US78463X8891 | 17.71 | 40.35 | -0.05% | |
SPDR Portfolio S&P 500 Value | US78464A5083 | 15.93 | 52.54 | -0.23% | |
Invesco S&P 500 Equal Weight | US46137V3574 | 11.98 | 182.93 | -0.46% | |
SPDR Portfolio Emerging Markets | US78463X5095 | 10.97 | 43.31 | +0.24% | |
iShares Core MSCI Intl Dev Mkts ETF | - | 6.89 | - | - | |
iShares MSCI USA Min Vol Factor ETF | - | 5.05 | - | - | |
iShares S&P Midcap 400 | US4642875078 | 4.01 | 62.55 | -0.56% | |
Amazon.com | US0231351067 | 0.39 | 214.27 | +1.24% | |
NVIDIA | US67066G1040 | 0.32 | 176.64 | -1.87% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Horizon Active Asset Allocation N | 705.64M | 5.74 | 12.52 | 8.01 |
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