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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.06 | 4.06 | 0.00 |
Shares | 95.94 | 95.94 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.05 | 12.59 |
Price to Book | 1.79 | 1.43 |
Price to Sales | 1.23 | 0.96 |
Price to Cash Flow | 8.37 | 6.93 |
Dividend Yield | 1.46 | 2.27 |
5 Years Earnings Growth | 10.76 | 10.64 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 27.17 | 25.46 |
Consumer Cyclical | 19.63 | 12.23 |
Healthcare | 11.59 | 6.54 |
Technology | 8.45 | 10.06 |
Real Estate | 8.11 | 8.04 |
Industrials | 7.80 | 16.77 |
Consumer Defensive | 4.83 | 4.14 |
Basic Materials | 4.39 | 5.79 |
Utilities | 4.04 | 3.69 |
Energy | 3.98 | 6.47 |
Number of long holdings: 81
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Brinker | US1096411004 | 5.75 | 154.53 | +3.71% | |
Evercore | US29977A1051 | 3.65 | 226.10 | +0.26% | |
Piper Sandler | US7240781002 | 3.57 | 249.40 | -0.74% | |
Enova International Inc | US29357K1034 | 3.35 | 90.69 | -0.65% | |
Coca-Cola Bottling | US1910981026 | 2.73 | 1,143.55 | +1.18% | |
PC Connection | US69318J1007 | 2.37 | 65.68 | -1.81% | |
Houlihan Lokey Inc | US4415931009 | 2.14 | 172.85 | -0.17% | |
FTI Consulting | US3029411093 | 2.10 | 166.75 | +0.09% | |
Assured Guaranty | BMG0585R1060 | 1.82 | 84.44 | +0.58% | |
Corcept | US2183521028 | 1.78 | 78.69 | +3.42% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
James Balanced: Golden Rainbow R | 302.67M | -0.99 | 6.05 | 2.89 | ||
James Balanced: Golden Rainbow Inst | 95.86M | 2.20 | 5.46 | 3.73 |
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