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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.590 | 2.590 | 0.000 |
Shares | 97.410 | 97.450 | 0.040 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.252 | 14.625 |
Price to Book | 2.210 | 2.278 |
Price to Sales | 1.329 | 1.353 |
Price to Cash Flow | 9.761 | 9.818 |
Dividend Yield | 2.148 | 2.461 |
5 Years Earnings Growth | 11.149 | 9.393 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 22.920 | 16.641 |
Financial Services | 18.620 | 21.030 |
Industrials | 13.100 | 10.288 |
Technology | 12.860 | 14.737 |
Communication Services | 11.940 | 6.888 |
Energy | 5.550 | 7.793 |
Consumer Cyclical | 5.270 | 7.797 |
Basic Materials | 3.810 | 3.846 |
Real Estate | 2.410 | 2.350 |
Consumer Defensive | 1.790 | 8.453 |
Utilities | 1.730 | 4.465 |
Number of long holdings: 75
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Charles Schwab | US8085131055 | 4.28 | 78.28 | +0.60% | |
Fiserv | US3377381088 | 3.96 | 220.83 | +2.17% | |
MetLife | US59156R1086 | 3.34 | 80.29 | +1.34% | |
Alphabet C | US02079K1079 | 3.33 | 156.09 | +0.02% | |
Wells Fargo&Co | US9497461015 | 3.25 | 71.79 | +1.56% | |
Rtx Corp | US75513E1010 | 3.17 | 132.46 | +0.56% | |
Johnson Controls | IE00BY7QL619 | 2.86 | 80.10 | +0.51% | |
Charter Communications | US16119P1084 | 2.42 | 368.50 | -0.14% | |
FedEx | US31428X1063 | 2.34 | 243.78 | +0.86% | |
Microsoft | US5949181045 | 2.29 | 375.39 | -0.90% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Global Stock Fund USD Accumulating | 6.16B | 7.36 | 8.35 | 8.16 |
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