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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 100.210 | 100.210 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.276 | 14.555 |
Price to Book | 2.545 | 2.261 |
Price to Sales | 1.947 | 1.336 |
Price to Cash Flow | 12.172 | 9.625 |
Dividend Yield | 1.954 | 2.454 |
5 Years Earnings Growth | 8.092 | 9.912 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 29.640 | 21.235 |
Industrials | 19.290 | 10.102 |
Healthcare | 12.170 | 17.287 |
Consumer Cyclical | 11.430 | 7.635 |
Technology | 10.430 | 14.748 |
Communication Services | 5.470 | 6.724 |
Consumer Defensive | 3.520 | 8.746 |
Energy | 2.620 | 7.304 |
Basic Materials | 2.380 | 3.971 |
Utilities | 2.360 | 4.531 |
Real Estate | 0.690 | 2.388 |
Number of long holdings: 102
Number of short holdings: 13
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Berkshire Hathaway B | US0846707026 | 7.37 | 493.53 | +0.98% | |
Bank of America | US0605051046 | 4.42 | 44.97 | +1.33% | |
JPMorgan | US46625H1005 | 3.26 | 265.73 | +1.44% | |
Morgan Stanley | US6174464486 | 2.32 | 131.82 | +0.92% | |
Alphabet A | US02079K3059 | 2.22 | 173.68 | +3.25% | |
Alphabet C | US02079K1079 | 1.99 | 174.92 | +3.01% | |
ConocoPhillips | US20825C1045 | 1.77 | 87.22 | +2.19% | |
Allegion PLC | IE00BFRT3W74 | 1.72 | 139.15 | +0.67% | |
UnitedHealth | US91324P1021 | 1.67 | 303.22 | +2.49% | |
State Street | US8574771031 | 1.65 | 98.62 | +2.22% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
S4A US Long I | 367.45M | 5.36 | 8.32 | 11.86 |
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