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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.42 | 45.47 | 40.05 |
Shares | 85.12 | 85.12 | 0.00 |
Bonds | 8.22 | 8.22 | 0.00 |
Other | 1.23 | 1.23 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.56 | 16.42 |
Price to Book | 3.73 | 2.36 |
Price to Sales | 2.42 | 1.84 |
Price to Cash Flow | 14.28 | 10.52 |
Dividend Yield | 1.71 | 2.62 |
5 Years Earnings Growth | 12.16 | 10.86 |
Name | Net % | Category Average |
---|---|---|
Industrials | 20.36 | 13.30 |
Technology | 18.40 | 18.05 |
Healthcare | 15.58 | 11.88 |
Financial Services | 13.94 | 16.91 |
Consumer Cyclical | 11.64 | 10.30 |
Consumer Defensive | 4.82 | 7.55 |
Energy | 4.40 | 4.43 |
Basic Materials | 4.28 | 5.83 |
Communication Services | 3.90 | 6.55 |
Real Estate | 1.48 | 3.69 |
Utilities | 1.22 | 4.30 |
Number of long holdings: 131
Number of short holdings: 34
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SPDR Russell 2000 U.S. Small Cap UCITS | IE00BJ38QD84 | 2.89 | 54.05 | -0.31% | |
Credit Agricole CIB Finance Luxembourg S.A. 0% | XS2700525418 | 2.05 | - | - | |
Citigroup Global Markets Funding Luxembourg S.C.A. 0% | XS2702986212 | 1.83 | - | - | |
Morgan Stanley BV 0% | XS2655140494 | 1.74 | - | - | |
NVIDIA | US67066G1040 | 1.55 | 126.57 | -3.22% | |
SG Issuer S.A. 0% | XS2347996147 | 1.53 | - | - | |
Taiwan Semiconductor | US8740391003 | 1.43 | 173.96 | -0.81% | |
Alphabet C | US02079K1079 | 1.40 | 180.26 | +1.43% | |
Costco | US22160K1051 | 1.34 | 848.31 | -1.64% | |
ASML Holding | NL0010273215 | 1.33 | 963.40 | -2.58% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Rathbone Global Opportunities Fund | 2.05B | 8.81 | 5.95 | 13.76 | ||
GB00BH0P2M97 | 1.96B | -22.75 | 7.86 | 13.54 | ||
Portfolio S-Class Accumulation | 2.74B | 1.49 | 2.59 | 5.85 | ||
Growth Portfolio S-Class Income | 386.25M | 1.50 | 2.59 | 5.87 | ||
Income Fund Institutional Acc | 280.65M | 5.22 | 6.46 | 5.73 |
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