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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 8.280 | 9.860 | 1.580 |
Shares | 43.460 | 43.460 | 0.000 |
Bonds | 46.770 | 46.840 | 0.070 |
Convertible | 1.030 | 1.030 | 0.000 |
Preferred | 0.440 | 0.440 | 0.000 |
Other | 0.010 | 0.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.472 | 15.603 |
Price to Book | 4.079 | 2.211 |
Price to Sales | 2.789 | 1.560 |
Price to Cash Flow | 15.848 | 9.308 |
Dividend Yield | 1.403 | 2.984 |
5 Years Earnings Growth | 10.580 | 9.872 |
Name | Net % | Category Average |
---|---|---|
Technology | 39.300 | 16.344 |
Consumer Cyclical | 12.320 | 10.555 |
Industrials | 11.340 | 15.409 |
Financial Services | 11.130 | 18.254 |
Healthcare | 8.870 | 11.700 |
Communication Services | 5.740 | 6.393 |
Consumer Defensive | 4.030 | 7.263 |
Utilities | 2.440 | 4.831 |
Real Estate | 2.420 | 3.128 |
Basic Materials | 1.830 | 5.984 |
Energy | 0.570 | 4.300 |
Number of long holdings: 23
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
UBS ETF - MSCI USA Socially Responsible UCITS ETF | LU1280303014 | 15.28 | 27.77 | 0.00% | |
Aramea Rendite Plus Nachhaltig I | DE000A2DTL86 | 9.35 | - | - | |
iShares MSCI USA SRI UCITS ETF EUR Hedged (Dist) | IE00BZ173V67 | 8.18 | 1,837.20 | -0.02% | |
Deka MSCI USA Climate Change ESG | DE000ETFL573 | 7.27 | 50.41 | -0.18% | |
Nordea 1 - European High Yld Opps AI EUR | LU2626765528 | 7.10 | - | - | |
iShares Ultrashort Bond ESG UCITS ETF EUR Inc | IE00BJP26D89 | 5.81 | 5.09 | 0.00% | |
iShares Green Bond UCITS EUR Inc | IE00BMDBMN04 | 5.40 | 4.03 | +0.14% | |
Amundi MSCI USA ESG Leaders Extra UCITS ETF Dis | IE0008TKP6O7 | 4.07 | 42.16 | -0.28% | |
LF - Dynamic Yield Opportunities S | DE000A40HGF2 | 3.79 | - | - | |
Amundi MSCI Semiconductors ESG Screened UCITS Dist | LU2090063327 | 3.40 | 84.14 | +0.75% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
terrAssisi Aktien I AMI P (a) | 1.07B | 17.19 | 5.93 | 10.16 | ||
CQUADRAT ARTS TR Global AMI Pa | 453.3M | 10.06 | 0.08 | 2.59 | ||
Wagner Florack Unternehmer AMI I a | 183.25M | -8.79 | 2.71 | 6.28 | ||
Ampega AmerikaPlus Aktienfonds | 229.86M | 25.34 | 8.53 | 12.65 | ||
Tresides Balanced Return AMI A a | 211.46M | 1.02 | 4.15 | 1.73 |
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