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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.950 | 1.950 | 0.000 |
Shares | 98.050 | 98.060 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.765 | 14.602 |
Price to Book | 2.335 | 2.274 |
Price to Sales | 1.334 | 1.341 |
Price to Cash Flow | 9.946 | 9.687 |
Dividend Yield | 2.110 | 2.457 |
5 Years Earnings Growth | 9.816 | 9.941 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 24.720 | 17.219 |
Financial Services | 17.030 | 21.066 |
Technology | 13.150 | 14.675 |
Industrials | 12.910 | 10.013 |
Communication Services | 11.370 | 6.813 |
Energy | 5.750 | 7.460 |
Consumer Cyclical | 4.360 | 7.564 |
Basic Materials | 4.000 | 3.930 |
Real Estate | 2.860 | 2.502 |
Consumer Defensive | 2.030 | 8.791 |
Utilities | 1.810 | 4.587 |
Number of long holdings: 75
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Charles Schwab | US8085131055 | 4.43 | 88.63 | +1.41% | |
Fiserv | US3377381088 | 4.13 | 160.14 | +0.50% | |
Rtx Corp | US75513E1010 | 3.47 | 134.19 | +1.39% | |
MetLife | US59156R1086 | 3.19 | 79.03 | +2.36% | |
CVS Health Corp | US1266501006 | 3.11 | 61.34 | +0.84% | |
Wells Fargo&Co | US9497461015 | 2.64 | 73.99 | +1.59% | |
Alphabet C | US02079K1079 | 2.58 | 173.98 | +2.59% | |
Charter Communications | US16119P1084 | 2.54 | 411.13 | +1.17% | |
Johnson Controls | IE00BY7QL619 | 2.52 | 101.02 | +3.09% | |
Gilead | US3755581036 | 2.49 | 109.09 | +1.60% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Global Stock Fund GBP Distributing | 4.38B | -0.92 | 7.17 | 9.32 | ||
Global Stock Fund GBP Accumulating | 4.38B | -0.92 | 7.18 | 9.32 | ||
US Stock Fund GBP Inc | 2.91B | -7.10 | 7.16 | 11.59 |
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