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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.36 | 1.02 | 0.66 |
Shares | 99.58 | 100.38 | 0.80 |
Other | 0.06 | 0.06 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.03 | 16.61 |
Price to Book | 2.76 | 2.69 |
Price to Sales | 1.99 | 1.82 |
Price to Cash Flow | 11.69 | 10.01 |
Dividend Yield | 2.10 | 2.45 |
5 Years Earnings Growth | 9.18 | 11.00 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.13 | 22.21 |
Financial Services | 16.37 | 15.95 |
Industrials | 11.42 | 10.68 |
Consumer Cyclical | 10.40 | 10.54 |
Healthcare | 8.62 | 10.50 |
Communication Services | 8.61 | 8.47 |
Consumer Defensive | 5.87 | 7.05 |
Basic Materials | 3.51 | 4.40 |
Energy | 3.37 | 5.61 |
Utilities | 3.25 | 3.03 |
Real Estate | 2.45 | 5.01 |
Number of long holdings: 76
Number of short holdings: 15
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SPDR Portfolio S&P 500 Growth | US78464A4094 | 23.48 | 99.39 | -1.22% | |
SPDR S&P World ex-US | US78463X8891 | 14.86 | 41.72 | -0.47% | |
iShares Core MSCI Intl Dev Mkts ETF | - | 11.80 | - | - | |
SPDR Portfolio S&P 500 Value | US78464A5083 | 11.64 | 54.62 | -0.03% | |
SPDR Portfolio Emerging Markets | US78463X5095 | 10.76 | 44.42 | -0.41% | |
Invesco S&P 500 Equal Weight | US46137V3574 | 10.62 | 188.32 | -0.23% | |
iShares MSCI USA Min Vol Factor ETF | - | 6.70 | - | - | |
iShares MSCI USA Quality Factor ETF | - | 3.91 | - | - | |
NVIDIA | US67066G1040 | 0.54 | 173.85 | -3.51% | |
Microsoft | US5949181045 | 0.52 | 508.84 | -0.16% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Horizon Active Asset Allocation N | 728.87M | 6.57 | 10.35 | 7.92 |
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