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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 28.740 | 30.680 | 1.940 |
Shares | 65.150 | 65.150 | 0.000 |
Bonds | 5.950 | 5.950 | 0.000 |
Convertible | 0.100 | 0.100 | 0.000 |
Preferred | 0.060 | 0.060 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.493 | 15.825 |
Price to Book | 5.154 | 2.113 |
Price to Sales | 1.328 | 1.561 |
Price to Cash Flow | 14.965 | 9.321 |
Dividend Yield | 2.021 | 2.532 |
5 Years Earnings Growth | 8.828 | 11.553 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 26.570 | 10.535 |
Technology | 24.110 | 18.465 |
Financial Services | 17.930 | 15.412 |
Consumer Defensive | 14.460 | 7.540 |
Consumer Cyclical | 9.600 | 11.024 |
Communication Services | 4.190 | 7.202 |
Industrials | 3.140 | 11.119 |
Number of long holdings: 28
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 5.42 | - | - | |
Dodge & Cox Worldwide Global Bd USD Acc | IE00B5568D66 | 4.46 | - | - | |
Cencora Inc | - | 4.39 | - | - | |
Prescient Global Funds - Prescient Global Income P | IE00B1Y40H10 | 4.05 | 1.592 | -0.06% | |
Williams-Sonoma Inc | - | 3.82 | - | - | |
Visa Inc Class A | - | 3.60 | - | - | |
Abbott Laboratories | - | 3.43 | - | - | |
PepsiCo Inc | - | 3.20 | - | - | |
Berkshire Hathaway Inc Class B | - | 3.05 | - | - | |
Chubb | CH0044328745 | 2.81 | 245.38 | -0.24% |
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