
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.020 | 0.040 | 0.020 |
Shares | 44.210 | 44.370 | 0.160 |
Bonds | 51.770 | 51.770 | 0.000 |
Convertible | 1.220 | 1.220 | 0.000 |
Preferred | 0.150 | 0.150 | 0.000 |
Other | 2.620 | 2.620 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.336 | 16.679 |
Price to Book | 3.141 | 2.527 |
Price to Sales | 2.540 | 1.859 |
Price to Cash Flow | 12.405 | 10.440 |
Dividend Yield | 2.064 | 2.447 |
5 Years Earnings Growth | 8.566 | 10.149 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.080 | 20.433 |
Financial Services | 17.560 | 16.712 |
Healthcare | 13.060 | 12.162 |
Consumer Cyclical | 9.530 | 10.755 |
Industrials | 8.570 | 12.194 |
Communication Services | 8.150 | 7.009 |
Consumer Defensive | 7.590 | 7.366 |
Basic Materials | 4.180 | 5.010 |
Energy | 2.670 | 3.777 |
Utilities | 2.530 | 3.404 |
Real Estate | 2.070 | 3.532 |
Number of long holdings: 1,714
Number of short holdings: 230
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Future Msci Emerging Markets Jun2025(50) | - | 2.21 | - | - | |
Future E-Mini Russell 2000 Jun2025 (50) | - | 1.79 | - | - | |
Microsoft | US5949181045 | 1.49 | 462.80 | +0.18% | |
Apple | US0378331005 | 1.48 | 203.54 | +0.91% | |
iShares Physical Gold | IE00B4ND3602 | 1.45 | 65.06 | -0.70% | |
NVIDIA | US67066G1040 | 1.38 | 141.60 | +3.07% | |
Future Ifsc Nifty May25 (2) | - | 1.21 | - | - | |
WisdomTree Physical Swiss Gold | JE00B588CD74 | 0.87 | 320.80 | -0.68% | |
Amazon.com | US0231351067 | 0.82 | 207.63 | +0.47% | |
Future Topix Japan Jun2025 (10m) | - | 0.82 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Universal Invest Medium HC | 9.26B | -3.49 | 5.49 | 4.02 | ||
Universal Invest High HC | 6.68B | -6.38 | 6.90 | 5.92 | ||
Universal Invest Glbl Flxbl D Inc | 74.37M | -5.47 | 4.48 | 3.07 | ||
Universal Invest Glbl Flxbl A Inc | 21.05M | -5.46 | 4.58 | 3.15 | ||
Universal Invest Glbl Flxbl A Acc | 59.67M | -5.47 | 4.58 | 3.17 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review