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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 100.00 | 100.00 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.49 | 15.70 |
Price to Book | 2.59 | 2.50 |
Price to Sales | 2.14 | 1.71 |
Price to Cash Flow | 10.33 | 10.58 |
Dividend Yield | 3.95 | 2.51 |
5 Years Earnings Growth | 7.38 | 9.24 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.64 | 12.86 |
Financial Services | 17.25 | 21.43 |
Consumer Defensive | 12.88 | 8.18 |
Healthcare | 12.28 | 15.15 |
Utilities | 12.05 | 5.22 |
Energy | 10.69 | 7.55 |
Consumer Cyclical | 5.72 | 6.80 |
Communication Services | 4.12 | 5.64 |
Industrials | 3.61 | 11.87 |
Basic Materials | 1.76 | 3.43 |
Number of long holdings: 55
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 6.84 | 146.29 | -5.01% | |
AbbVie | US00287Y1091 | 4.69 | 186.96 | -7.28% | |
NextEra Energy | US65339F1012 | 4.47 | 66.91 | -7.25% | |
Chevron | US1667641005 | 3.72 | 143.28 | -8.22% | |
TC Energy | CA87807B1076 | 3.13 | 65.42 | -4.72% | |
Morgan Stanley | US6174464486 | 2.87 | 99.83 | -7.50% | |
Corning | US2193501051 | 2.85 | 39.07 | -7.61% | |
Bristol-Myers Squibb | US1101221083 | 2.85 | 55.30 | -4.36% | |
American Electric Power | US0255371017 | 2.67 | 104.48 | -4.24% | |
Merck&Co | US58933Y1055 | 2.39 | 81.47 | -5.70% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Williston Basin/Mid-North America S | 64.78M | 2.38 | 10.21 | 1.18 | ||
Viking Tax-Free for Montana A | 45.89M | 1.04 | -0.30 | 1.20 |
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