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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 100.040 | 100.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.787 | 23.227 |
Price to Book | 4.402 | 3.659 |
Price to Sales | 2.235 | 2.358 |
Price to Cash Flow | 12.896 | 14.021 |
Dividend Yield | 1.582 | 1.120 |
5 Years Earnings Growth | 10.251 | 11.594 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.820 | 25.440 |
Healthcare | 16.440 | 13.670 |
Communication Services | 14.570 | 8.875 |
Industrials | 11.100 | 10.867 |
Consumer Cyclical | 10.920 | 13.079 |
Consumer Defensive | 10.410 | 5.673 |
Financial Services | 9.660 | 16.187 |
Real Estate | 3.000 | 2.869 |
Basic Materials | 0.740 | 2.817 |
Energy | 0.350 | 3.780 |
Number of long holdings: 119
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.15 | 232.56 | +0.90% | |
Microsoft | US5949181045 | 4.67 | 509.64 | +0.57% | |
Alphabet A | US02079K3059 | 2.92 | 211.64 | +2.01% | |
Amazon.com | US0231351067 | 2.73 | 231.60 | +1.08% | |
Berkshire Hathaway B | US0846707026 | 2.41 | 499.86 | +0.84% | |
Walmart | US9311421039 | 2.28 | 96.11 | +0.03% | |
Verizon | US92343V1044 | 2.08 | 43.93 | -0.77% | |
Robert Half | US7703231032 | 2.06 | 36.53 | -0.84% | |
Gen Digital | US6687711084 | 2.05 | 30.21 | -1.72% | |
AutoZone | US0533321024 | 1.80 | 4,197.09 | -0.20% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Uni Glbl Eq EM RA USD | 31.62M | 7.88 | 8.16 | 2.48 | ||
Uni Glbl Eq EM SA USD | 31.62M | 7.93 | 8.11 | 2.13 | ||
Uni Global Equities World RA USD | 20.79M | 9.79 | 9.05 | 5.40 | ||
Uni Global Equities World SA USD | 20.79M | 9.83 | 9.00 | 5.01 |
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