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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.250 | 0.320 | 0.070 |
Shares | 99.750 | 99.750 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.570 | 23.155 |
Price to Book | 3.445 | 4.598 |
Price to Sales | 3.874 | 3.499 |
Price to Cash Flow | 11.830 | 15.854 |
Dividend Yield | 1.326 | 1.282 |
5 Years Earnings Growth | 12.980 | 11.639 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.370 | 27.797 |
Financial Services | 20.120 | 14.917 |
Consumer Cyclical | 12.080 | 12.541 |
Healthcare | 10.900 | 14.603 |
Communication Services | 8.270 | 8.922 |
Industrials | 8.160 | 12.244 |
Energy | 4.160 | 2.690 |
Utilities | 2.890 | 2.417 |
Basic Materials | 2.740 | 3.734 |
Consumer Defensive | 2.310 | 6.158 |
Number of long holdings: 96
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Amazon.com | US0231351067 | 3.90 | 193.06 | +0.51% | |
Microsoft | US5949181045 | 3.56 | 438.73 | +0.13% | |
Meta Platforms | US30303M1027 | 3.43 | 592.49 | -0.92% | |
Eli Lilly | US5324571083 | 3.32 | 734.57 | -2.25% | |
Unilever | - | 3.12 | - | - | |
Charles Schwab | US8085131055 | 2.95 | 84.47 | +0.12% | |
Apple | US0378331005 | 2.52 | 198.53 | +0.53% | |
NVIDIA | US67066G1040 | 2.34 | 116.65 | -0.61% | |
London Stock Exchange | GB00B0SWJX34 | 2.26 | 11,300.0 | -1.31% | |
Howmet | US4432011082 | 2.11 | 157.41 | -0.06% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU1582221328 | 4.06B | -13.13 | -1.54 | - | ||
TRUS Smaller Companies Equity Funde | 4.06B | -12.11 | 1.25 | 8.33 | ||
LU1862449409 | 4.06B | -12.92 | -0.80 | - | ||
TRowe Price USSmallCoEqIh EUR | 4.06B | -12.90 | -0.73 | 6.77 | ||
LU1438969351 | 3.47B | -12.99 | 3.74 | - |
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