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Westwood Broadmark Tactical Plus Fund F Class Shares (BTPIX)

US Funds

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10.970 +0.020 +0.18%

15/04 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 35.74M

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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	19.410
Price to Book	2.555	3.691
Price to Sales	1.504	2.509
Price to Cash Flow	10.421	13.244
Dividend Yield	2.062	1.796
5 Years Earnings Growth	9.175	10.345

Sector Allocation

Name	Net %	Category Average
Industrials	20.230	9.182
Healthcare	14.830	13.685
Financial Services	14.340	13.993
Utilities	10.590	3.582
Consumer Cyclical	10.500	10.483
Real Estate	10.200	1.943
Consumer Defensive	9.330	7.116
Basic Materials	6.780	3.410
Energy	5.670	4.793
Technology	-0.760	25.409
Communication Services	-1.710	6.567

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	163.56	-0.32%
	S&P Emini 3w Jan24p 5800	-	0.24	-	-

Top Equity Funds by Westwood

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Salient Select Income Institutional		161.81M	11.29	4.56	4.53
	Salient Select Income A		82.09M	10.98	4.23	4.15

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