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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.120 | 0.130 | 0.010 |
Shares | 58.280 | 58.520 | 0.240 |
Bonds | 38.080 | 38.080 | 0.000 |
Convertible | 0.860 | 0.860 | 0.000 |
Preferred | 0.110 | 0.110 | 0.000 |
Other | 2.550 | 2.550 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.279 | 16.280 |
Price to Book | 3.181 | 2.446 |
Price to Sales | 2.588 | 1.838 |
Price to Cash Flow | 12.487 | 9.954 |
Dividend Yield | 2.047 | 2.455 |
5 Years Earnings Growth | 9.834 | 10.870 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.000 | 19.408 |
Financial Services | 17.100 | 16.176 |
Healthcare | 13.530 | 11.901 |
Consumer Cyclical | 9.660 | 12.053 |
Communication Services | 8.320 | 7.653 |
Industrials | 8.050 | 12.223 |
Consumer Defensive | 7.860 | 7.397 |
Basic Materials | 4.050 | 6.970 |
Energy | 3.120 | 4.794 |
Utilities | 2.320 | 3.030 |
Real Estate | 1.980 | 2.760 |
Number of long holdings: 1,708
Number of short holdings: 219
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Future Msci Emerging Markets Jun2025(50) | - | 3.00 | - | - | |
Future E-Mini Russell 2000 Jun2025 (50) | - | 2.80 | - | - | |
Apple | US0378331005 | 2.13 | 198.53 | +0.53% | |
Microsoft | US5949181045 | 1.96 | 438.73 | +0.13% | |
NVIDIA | US67066G1040 | 1.89 | 116.65 | -0.61% | |
Future Future Ifsc Nifty April25 | - | 1.46 | - | - | |
iShares Physical Gold | IE00B4ND3602 | 1.43 | 64.91 | -0.05% | |
Amazon.com | US0231351067 | 1.15 | 193.06 | +0.51% | |
Alphabet C | US02079K1079 | 1.09 | 154.38 | -0.88% | |
Future Topix Japan Jun2025 (10m) | - | 1.01 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Universal Invest Medium HC | 9.07B | -2.49 | 4.84 | 4.17 | ||
Universal Invest High HC | 6.4B | -3.95 | 6.60 | 6.29 | ||
Universal Invest Global Flexible B | 8M | -5.32 | 4.96 | 3.48 | ||
Universal Invest Global Flexible Ca | 13.65M | -5.25 | 5.22 | 3.74 | ||
Universal Invest Global Flexible E | 642.38K | -5.13 | 10.32 | - |
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