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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.01 | 3.99 | 2.98 |
Shares | 98.99 | 99.91 | 0.92 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.71 | 16.92 |
Price to Book | 2.78 | 2.56 |
Price to Sales | 2.01 | 1.89 |
Price to Cash Flow | 12.69 | 11.18 |
Dividend Yield | 1.77 | 2.22 |
5 Years Earnings Growth | 12.46 | 11.58 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.50 | 20.98 |
Financial Services | 16.12 | 13.28 |
Communication Services | 11.89 | 6.62 |
Industrials | 11.86 | 16.90 |
Consumer Cyclical | 10.18 | 10.54 |
Healthcare | 8.14 | 13.60 |
Consumer Defensive | 5.47 | 8.18 |
Utilities | 5.04 | 3.55 |
Basic Materials | 2.25 | 7.90 |
Real Estate | 1.35 | 4.21 |
Energy | 1.21 | 6.44 |
Number of long holdings: 298
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 5.20 | 111.01 | +4.30% | |
Apple | US0378331005 | 4.65 | 209.28 | +0.44% | |
Microsoft | US5949181045 | 3.54 | 391.85 | +1.17% | |
Future on S&P500 Mar25 | - | 2.98 | - | - | |
Amazon.com | US0231351067 | 2.23 | 188.99 | +1.31% | |
Meta Platforms | US30303M1027 | 1.63 | 547.27 | +2.65% | |
Alphabet A | US02079K3059 | 1.53 | 161.96 | +1.68% | |
Alphabet C | US02079K1079 | 1.33 | 163.85 | +1.47% | |
Netflix | US64110L1061 | 1.22 | 1,101.53 | +0.42% | |
Tesla | US88160R1014 | 1.13 | 284.95 | +9.80% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Equity Fund A GBP Acc | 52.04M | -9.49 | 7.63 | 11.86 | ||
American Equity Fund P GBP Acc | 7.62M | -9.38 | 8.17 | 12.43 | ||
American Equity Fund R GBP Acc | 677.88M | -9.32 | 8.44 | 12.71 | ||
American Equity Fund U1 GBP Acc | 335.12M | -9.30 | 8.52 | 12.79 | ||
American Equity Fund U2 GBP Acc | 915.97M | -9.29 | 8.61 | 12.87 |
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