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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 | 12.84 |
Price to Book | 1.79 | 1.45 |
Price to Sales | 1.23 | 0.98 |
Price to Cash Flow | 8.37 | 7.09 |
Dividend Yield | 1.46 | 2.22 |
5 Years Earnings Growth | 10.76 | 10.59 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 27.17 | 25.39 |
Consumer Cyclical | 19.63 | 12.27 |
Healthcare | 11.59 | 6.62 |
Technology | 8.45 | 10.12 |
Real Estate | 8.11 | 8.05 |
Industrials | 7.80 | 16.82 |
Consumer Defensive | 4.83 | 4.03 |
Basic Materials | 4.39 | 5.72 |
Utilities | 4.04 | 3.61 |
Energy | 3.98 | 6.54 |
Number of long holdings: 81
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Brinker | US1096411004 | 5.75 | 134.30 | -1.89% | |
Evercore | US29977A1051 | 3.65 | 205.29 | +3.16% | |
Piper Sandler | US7240781002 | 3.57 | 241.12 | -0.36% | |
Enova International Inc | US29357K1034 | 3.35 | 91.79 | -7.80% | |
Coca-Cola Bottling | US1910981026 | 2.73 | 1,355.81 | +0.34% | |
PC Connection | US69318J1007 | 2.37 | 62.04 | -0.74% | |
Houlihan Lokey Inc | US4415931009 | 2.14 | 162.08 | -0.09% | |
FTI Consulting | US3029411093 | 2.10 | 166.28 | +1.19% | |
Assured Guaranty | BMG0585R1060 | 1.82 | 87.73 | -1.18% | |
Corcept | US2183521028 | 1.78 | 71.88 | -1.84% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
James Balanced: Golden Rainbow R | 303.24M | -0.90 | 4.50 | 2.88 | ||
James Balanced: Golden Rainbow Inst | 95.4M | 2.20 | 5.46 | 3.73 |
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