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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 100.040 | 100.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.787 | 22.797 |
Price to Book | 4.402 | 3.564 |
Price to Sales | 2.235 | 2.302 |
Price to Cash Flow | 12.896 | 12.463 |
Dividend Yield | 1.582 | 1.130 |
5 Years Earnings Growth | 10.251 | 11.464 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.820 | 25.071 |
Healthcare | 16.440 | 13.905 |
Communication Services | 14.570 | 8.813 |
Industrials | 11.100 | 10.865 |
Consumer Cyclical | 10.920 | 13.303 |
Consumer Defensive | 10.410 | 5.728 |
Financial Services | 9.660 | 16.120 |
Real Estate | 3.000 | 2.881 |
Basic Materials | 0.740 | 2.805 |
Energy | 0.350 | 3.782 |
Number of long holdings: 119
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.15 | 207.57 | -0.71% | |
Microsoft | US5949181045 | 4.67 | 533.50 | +3.95% | |
Alphabet A | US02079K3059 | 2.92 | 191.90 | -2.36% | |
Amazon.com | US0231351067 | 2.73 | 234.11 | +1.70% | |
Berkshire Hathaway B | US0846707026 | 2.41 | 471.88 | -0.87% | |
Walmart | US9311421039 | 2.28 | 97.98 | +0.40% | |
Verizon | US92343V1044 | 2.08 | 42.76 | +0.38% | |
Robert Half | US7703231032 | 2.06 | 36.91 | -1.44% | |
Gen Digital | US6687711084 | 2.05 | 29.49 | -1.17% | |
AutoZone | US0533321024 | 1.80 | 3,768.38 | -1.94% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Uni Glbl Eq EM SA USD | 30.83M | 8.03 | 8.13 | 1.71 | ||
Uni Glbl Eq EM RA USD | 30.83M | 1.03 | 2.75 | 0.85 | ||
Uni Global Equities World RA USD | 26.72M | 10.11 | 10.59 | 5.66 | ||
Uni Global Equities World SA USD | 26.72M | 10.13 | 10.54 | 5.26 |
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