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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.650 | 2.570 | 0.920 |
Shares | 96.710 | 96.710 | 0.000 |
Other | 1.630 | 1.710 | 0.080 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.520 | 13.591 |
Price to Book | 1.415 | 1.702 |
Price to Sales | 2.009 | 2.223 |
Price to Cash Flow | 14.915 | 15.976 |
Dividend Yield | 2.924 | 2.828 |
5 Years Earnings Growth | 15.939 | 10.831 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 97.290 | 90.881 |
Technology | 1.920 | 3.678 |
Real Estate | 0.790 | 4.997 |
Number of long holdings: 93
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 5.73 | 266.74 | +0.38% | |
Visa A | US92826C8394 | 5.73 | 366.66 | -0.96% | |
Mastercard | US57636Q1040 | 4.65 | 584.33 | -0.98% | |
Berkshire Hathaway B | US0846707026 | 4.18 | 493.33 | -0.04% | |
Wells Fargo&Co | US9497461015 | 2.95 | 76.46 | +0.17% | |
S&P Global | US78409V1044 | 2.11 | 515.00 | -0.84% | |
Citigroup | US1729674242 | 2.00 | 78.17 | -0.12% | |
UBS Group | CH0244767585 | 1.94 | 25.87 | -7.21% | |
BlackRock | US09290D1019 | 1.92 | 988.84 | -0.02% | |
Bank of America | US0605051046 | 1.90 | 44.87 | -0.22% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Investors Dividend TU | 6.42B | 3.72 | 9.06 | 6.29 | ||
Investors Dividend U | 6.42B | 3.71 | 9.05 | 6.28 | ||
Allegro Moderate Aggressive Portfol | 5.27B | 2.24 | 9.72 | 6.92 | ||
IG Putnam US Growth U | 3.3B | -6.42 | 22.64 | 16.29 | ||
Investors North American Equity Fun | 1.8B | 3.79 | 12.75 | 9.55 |
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