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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.84 | 0.84 | 0.00 |
Shares | 99.16 | 99.16 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.93 | 15.70 |
Price to Book | 3.38 | 2.50 |
Price to Sales | 1.85 | 1.71 |
Price to Cash Flow | 14.34 | 10.58 |
Dividend Yield | 2.33 | 2.51 |
5 Years Earnings Growth | 8.29 | 9.24 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 28.74 | 21.43 |
Healthcare | 17.47 | 15.15 |
Technology | 17.26 | 12.86 |
Consumer Defensive | 11.06 | 8.18 |
Energy | 8.29 | 7.55 |
Industrials | 7.52 | 11.87 |
Consumer Cyclical | 6.99 | 6.80 |
Real Estate | 2.68 | 3.47 |
Number of long holdings: 34
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Charles Schwab | US8085131055 | 5.44 | 69.06 | -7.76% | |
UnitedHealth | US91324P1021 | 5.42 | 525.05 | -2.85% | |
Raymond James Financial | US7547301090 | 5.06 | 123.65 | -5.09% | |
Ameriprise Financial | US03076C1062 | 4.47 | 422.19 | -7.38% | |
Elevance Health | US0367521038 | 4.45 | 428.89 | -5.26% | |
Microsoft | US5949181045 | 4.31 | 359.84 | -3.56% | |
Analog Devices | US0326541051 | 4.15 | 164.60 | -9.00% | |
ADP | US0530151036 | 4.12 | 286.13 | -6.31% | |
Microchip | US5950171042 | 3.98 | 36.22 | -11.03% | |
PepsiCo | US7134481081 | 3.96 | 146.61 | -3.14% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Sterling Capital Equity Income Inst | 807.07M | 2.52 | 6.83 | 10.39 | ||
Sterling Capital Equity Income A | 363.98M | 2.49 | 6.57 | 10.12 | ||
Sterling Capital Special Opps A | 238.77M | -2.19 | 8.54 | 10.33 | ||
Sterling Capital Stratton SmCp Val | 133.06M | 25.33 | 9.88 | 9.63 | ||
Sterling Capital NC Interm Tax-Free | 103.94M | 1.07 | -0.38 | 1.52 |
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