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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.080 | 3.080 | 0.000 |
Shares | 45.200 | 45.200 | 0.000 |
Bonds | 0.140 | 0.140 | 0.000 |
Preferred | 0.220 | 0.220 | 0.000 |
Other | 51.360 | 51.360 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.405 | 16.375 |
Price to Book | 2.086 | 1.684 |
Price to Sales | 1.407 | 1.456 |
Price to Cash Flow | 9.669 | 9.405 |
Dividend Yield | 2.653 | 2.451 |
5 Years Earnings Growth | 9.491 | 11.222 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 20.660 | 12.010 |
Healthcare | 16.920 | 8.726 |
Industrials | 12.620 | 17.364 |
Technology | 10.380 | 18.260 |
Consumer Defensive | 9.220 | 5.885 |
Energy | 8.790 | 1.928 |
Utilities | 7.180 | 1.674 |
Real Estate | 4.400 | 10.572 |
Consumer Cyclical | 4.310 | 13.161 |
Communication Services | 3.780 | 7.066 |
Basic Materials | 1.740 | 5.031 |
Number of long holdings: 3
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Total Return Fund JPY Class | - | 51.24 | - | - | |
Equity Income Trust - Class A | - | 46.07 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SMDS Global AI Fund | 467.79B | -1.01 | 17.30 | - | ||
SMDS SMAM DC Tsumitate NISA All Eq | 327.14B | -0.99 | 19.00 | 11.84 | ||
SMDS SMBC Wrap Japan Value Equity | 295.05B | 5.35 | 20.20 | 10.62 | ||
SMDS SMAM NY Dow Jones Open UnH | 206.53B | 1.91 | 21.21 | 14.18 | ||
SMDS Toyota Motor/Toyota Group Eq | 199.08B | -8.44 | 10.94 | 5.78 |
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