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| Name | Net % | Long % | Short % |
|---|---|---|---|
| Cash | 1.36 | 26.98 | 25.62 |
| Shares | 61.74 | 61.74 | 0.00 |
| Bonds | 35.46 | 35.58 | 0.12 |
| Convertible | 0.09 | 0.09 | 0.00 |
| Preferred | 0.06 | 0.06 | 0.00 |
| Other | 1.30 | 1.30 | 0.00 |
| Ratios | Value | Category Average |
|---|---|---|
| P/E Ratio | 16.03 | 16.46 |
| Price to Book | 2.17 | 2.36 |
| Price to Sales | 1.78 | 1.72 |
| Price to Cash Flow | 10.16 | 10.15 |
| Dividend Yield | 2.67 | 2.77 |
| 5 Years Earnings Growth | 9.04 | 9.20 |
| Name | Net % | Category Average |
|---|---|---|
| Technology | 20.52 | 17.46 |
| Financial Services | 18.53 | 18.31 |
| Industrials | 11.69 | 12.69 |
| Consumer Cyclical | 10.85 | 10.23 |
| Communication Services | 7.94 | 6.95 |
| Healthcare | 7.51 | 9.00 |
| Consumer Defensive | 6.03 | 7.19 |
| Basic Materials | 4.41 | 5.13 |
| Energy | 4.26 | 3.98 |
| Real Estate | 4.24 | 6.29 |
| Utilities | 4.00 | 3.58 |
Number of long holdings: 33
Number of short holdings: 2
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Fidelity Index Emerging Markets P Accumulation | GB00BHZK8D21 | 10.06 | 2.363 | +1.74% | |
| Vanguard UK Invm Grd Bd Idx £ Dist | IE00B1S74W91 | 10.04 | - | - | |
| BlackRock Corporate Bond Tracker Fund L Acc | GB00B5MMQ552 | 9.93 | 1.68 | 0.03% | |
| abrdn Asia Pacific ex-Japan TrkrN£Acc | GB00BKBD2G73 | 8.19 | - | - | |
| Legal & General US Index Trust C Acc | GB00BG0QPL51 | 7.51 | 14.40 | +0.77% | |
| HSBC American Index Fund Retail Accumulation | GB0000470418 | 7.50 | 14.81 | +0.93% | |
| abrdn Short Dated Glbl Corp Bd TrkrNAcc | GB00BDFZ6Y68 | 4.87 | - | - | |
| Legal & General UK Index Trust C Acc | GB00BG0QPJ30 | 3.92 | 5.16 | +1.02% | |
| BlackRock Japan Equity Tracker Fund L Acc | GB00B08HDJ29 | 3.91 | 3.67 | +0.47% | |
| BlackRock UK Equity Tracker Fund L Acc | GB00B08HD810 | 3.79 | 3.76 | +1.04% |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Architas Multi Asset Passive Intera | 11.61M | 9.19 | 9.35 | 6.68 | ||
| Architas Multi Asset Passive Interz | 47.74M | 6.83 | 6.94 | 6.63 | ||
| Architas Multi Asset Passive Interd | 20.21M | 0.40 | 3.13 | 5.12 | ||
| Architas Multi Asset Passive Interm | 422.55M | 6.24 | 6.65 | 6.05 | ||
| Architas Multi Asset Blended Intera | 83.72M | 6.05 | 6.33 | 5.53 |
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