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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.160 | 0.160 | 0.000 |
Shares | 99.840 | 99.840 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.946 | 20.056 |
Price to Book | 3.983 | 3.713 |
Price to Sales | 2.743 | 2.469 |
Price to Cash Flow | 14.704 | 13.766 |
Dividend Yield | 1.482 | 1.578 |
5 Years Earnings Growth | 10.768 | 11.654 |
Name | Net % | Category Average |
---|---|---|
Technology | 33.580 | 28.082 |
Financial Services | 13.530 | 14.048 |
Healthcare | 11.960 | 13.593 |
Consumer Cyclical | 9.950 | 10.650 |
Communication Services | 9.160 | 8.499 |
Industrials | 6.950 | 8.942 |
Consumer Defensive | 5.710 | 5.909 |
Energy | 3.910 | 4.134 |
Utilities | 2.100 | 2.386 |
Basic Materials | 1.820 | 3.009 |
Real Estate | 1.330 | 2.510 |
Number of long holdings: 170
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 9.29 | 412.32 | +0.43% | |
Apple | US0378331005 | 7.78 | 184.57 | +1.00% | |
Alphabet A | US02079K3059 | 5.66 | 169.96 | +0.34% | |
Amazon.com | US0231351067 | 4.88 | 189.50 | +0.80% | |
NVIDIA | US67066G1040 | 4.37 | 887.47 | -1.84% | |
Berkshire Hathaway B | US0846707026 | 1.73 | 408.63 | +0.56% | |
Atmos Energy | US0495601058 | 1.70 | 119.59 | -0.83% | |
Tesla | US88160R1014 | 1.70 | 171.97 | -1.57% | |
UnitedHealth | US91324P1021 | 1.69 | 507.05 | +0.76% | |
Broadcom | US11135F1012 | 1.55 | 1,305.67 | -1.49% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Spangler IQAM Quality Equity US I T | 32.03M | 8.38 | 2.94 | 5.57 |
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