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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.94 | 73.31 | 72.37 |
Shares | 43.92 | 43.92 | 0.00 |
Bonds | 52.38 | 52.50 | 0.12 |
Convertible | 0.16 | 0.16 | 0.00 |
Preferred | 0.02 | 0.02 | 0.00 |
Other | 2.57 | 2.60 | 0.03 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.24 | 14.78 |
Price to Book | 1.98 | 1.95 |
Price to Sales | 1.57 | 1.47 |
Price to Cash Flow | 9.67 | 8.71 |
Dividend Yield | 3.07 | 3.14 |
5 Years Earnings Growth | 10.09 | 10.29 |
Name | Net % | Category Average |
---|---|---|
Technology | 15.86 | 13.92 |
Financial Services | 15.25 | 16.88 |
Industrials | 11.45 | 12.63 |
Healthcare | 9.65 | 9.99 |
Consumer Cyclical | 9.58 | 9.76 |
Consumer Defensive | 7.52 | 8.62 |
Real Estate | 7.34 | 6.41 |
Energy | 6.63 | 6.12 |
Communication Services | 5.98 | 5.75 |
Utilities | 5.75 | 4.09 |
Basic Materials | 4.99 | 6.53 |
Number of long holdings: 25
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
abrdn Global Govt Bond Tracker X GBP Acc | GB00BK80KY50 | 13.17 | - | - | |
abrdn Sterling Corp Bond Tracker X Acc | GB00BJ84JS76 | 9.75 | - | - | |
Vanguard Glb Corp Bd Idx Ins Pl £ H Acc | IE00BDFB5D65 | 9.30 | - | - | |
abrdn Global Inflat-Link Bond Trkr X Acc | GB00BG08N282 | 6.69 | - | - | |
Legal & General US Index Trust C Acc | GB00BG0QPL51 | 6.22 | 11.09 | -0.45% | |
Legal & General UK Index Trust C Acc | GB00BG0QPJ30 | 6.13 | 4.21 | +0.69% | |
Vanguard FTSE UK All Share Index Unit Trust Instit | GB00BPN5P907 | 5.97 | 174.92 | +0.03% | |
abrdn Asia Pacific ex-Japan TrkrX£Acc | GB00BKBD2F66 | 5.47 | - | - | |
abrdn American Equity Tracker X Acc | GB00BGMK1287 | 4.84 | - | - | |
iShares Continen Eurp Eq Idx (UK) L Acc | GB00B08HDG97 | 3.76 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MyFolio Managed II Inst Acc | 1.1B | 1.25 | -0.77 | 3.02 | ||
MyFolio Managed II Retail Platform | 1.1B | 1.24 | -0.80 | 2.91 | ||
MyFolio Market II Inst Acc | 1.04B | 1.62 | 0.51 | 4.03 | ||
MyFolio Market IV Inst Acc | 989.63M | 4.37 | 3.93 | 6.78 | ||
MyFolio Market IV Retail Acc | 989.63M | 4.24 | 3.54 | 6.27 |
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