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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 8.310 | 44.780 | 36.470 |
Shares | 57.930 | 60.720 | 2.790 |
Bonds | 29.890 | 39.660 | 9.770 |
Convertible | 0.100 | 0.100 | 0.000 |
Preferred | 0.050 | 0.050 | 0.000 |
Other | 3.730 | 3.820 | 0.090 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.598 | 12.450 |
Price to Book | 2.669 | 1.810 |
Price to Sales | 1.971 | 1.387 |
Price to Cash Flow | 11.503 | 8.769 |
Dividend Yield | 2.222 | 3.587 |
5 Years Earnings Growth | 9.289 | 10.417 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.710 | 9.635 |
Financial Services | 20.150 | 22.825 |
Healthcare | 10.700 | 6.089 |
Industrials | 10.240 | 5.739 |
Consumer Cyclical | 8.770 | 12.426 |
Communication Services | 7.580 | 11.157 |
Consumer Defensive | 6.970 | 9.458 |
Energy | 4.810 | 2.065 |
Basic Materials | 3.380 | 12.590 |
Utilities | 3.320 | 1.120 |
Real Estate | 2.360 | 8.157 |
Number of long holdings: 6
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Psg Wealth Gbl Moderate Fof | - | 99.78 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PSG Wealth Moderate Fund of Funds C | 44.83B | 9.96 | 12.78 | 6.76 | ||
PSG Wealth Moderate Fund of Funds B | 44.83B | 10.49 | 13.89 | 7.79 | ||
PSG Wealth Moderate Fund of Funds A | 44.83B | 10.33 | 13.57 | 7.48 | ||
PSG Wealth Moderate Fund of Funds D | 44.83B | 11.02 | 15.01 | 8.83 | ||
PSG Wealth Creator Fund of Funds B | 31.82B | 11.49 | 14.72 | 8.19 |
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