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Westwood Broadmark Tactical Plus Fund F Class Shares (BTPIX)

US Funds

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10.730 +0.020 +0.19%

12/05 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 34.94M

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BTPIX Holdings

Comprehensive information about top holdings and Key Holding Information for the Salient Tactical Plus Fund Class F (BTPIX) fund. Our Salient Tactical Plus Fund Class F portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	85.460	85.460	0.000
Shares	14.540	28.620	14.080

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.749	19.110
Price to Book	2.555	3.635
Price to Sales	1.504	2.461
Price to Cash Flow	10.421	12.952
Dividend Yield	2.062	1.815
5 Years Earnings Growth	9.175	10.127

Sector Allocation

Name	Net %	Category Average
Industrials	20.230	9.196
Healthcare	14.830	13.822
Financial Services	14.340	14.045
Utilities	10.590	3.613
Consumer Cyclical	10.500	10.360
Real Estate	10.200	1.907
Consumer Defensive	9.330	7.199
Basic Materials	6.780	3.418
Energy	5.670	4.877
Technology	-0.760	25.123
Communication Services	-1.710	6.601

Region Allocation

Equities

North America
Europe Developed
Asia

Developed Markets

Top Holdings

Number of long holdings: 4

Number of short holdings: 1

	Name	ISIN	Weight %	Last	Change %
	Invesco S&P 500 Equal Weight	US46137V3574	28.41	178.11	+0.46%
	S&P Emini 3w Jan24p 5800	-	0.24	-	-

Top Equity Funds by Westwood

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Salient Select Income Institutional		168.24M	11.29	4.56	4.53
	Salient Select Income A		83.62M	10.98	4.23	4.15

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