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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.280 | 7.570 | 4.290 |
Shares | 32.360 | 32.360 | 0.000 |
Bonds | 53.310 | 53.600 | 0.290 |
Convertible | 1.010 | 1.010 | 0.000 |
Other | 10.040 | 10.190 | 0.150 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.092 | 16.813 |
Price to Book | 2.402 | 2.524 |
Price to Sales | 1.809 | 1.856 |
Price to Cash Flow | 10.967 | 10.360 |
Dividend Yield | 2.415 | 2.449 |
5 Years Earnings Growth | 8.965 | 9.784 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.790 | 20.442 |
Financial Services | 16.590 | 16.929 |
Healthcare | 12.390 | 11.822 |
Consumer Cyclical | 11.280 | 10.659 |
Industrials | 10.360 | 12.366 |
Communication Services | 9.860 | 7.060 |
Basic Materials | 4.880 | 5.004 |
Consumer Defensive | 4.230 | 7.299 |
Energy | 2.670 | 3.664 |
Utilities | 1.620 | 3.430 |
Real Estate | 1.310 | 3.558 |
Number of long holdings: 50
Number of short holdings: 30
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fineco AM Investment Grade € Agg Bd IAcc | IE00BDRNWM87 | 13.30 | - | - | |
Euro Corporate Fixed Income FAM IAcc | IE00BFXY3Z95 | 10.96 | - | - | |
Fidelity Euro Bond FAM I Acc | IE00BFXY6168 | 9.02 | - | - | |
Schroder Euro Bond FAM I EUR Acc | IE00BFXY6W79 | 8.39 | - | - | |
Fineco S&P 500 Index FAM I EUR Acc | IE00BH42ZV61 | 7.38 | - | - | |
Smart Factors US FAM L EUR Acc | IE00BK5TXP77 | 5.34 | - | - | |
North American Sust STARS Eq FAM I € Acc | IE000KTT4OS6 | 4.36 | - | - | |
Emerging Markets Equity FAM J EUR Acc | IE000G4UOZE1 | 4.17 | - | - | |
FAM MSCI USD HY SRI P Corp Bd ETF A | IE0000JVOLK2 | 3.74 | - | - | |
Fineco AM Euro Infl Lnkd Govt Bd I €Acc | IE000IXR7ZI6 | 3.55 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
IE00BDRNWN94 | 262.5M | -3.24 | 6.20 | - | ||
IE00BJCX2P88 | 84.72M | -0.58 | -2.12 | - | ||
LU1610901073 | 11.1M | -3.82 | 5.76 | - |
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