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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.700 | 12.570 | 7.870 |
Stocks | 94.850 | 94.850 | 0.000 |
Bonds | 0.450 | 0.450 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.776 | 16.640 |
Price to Book | 2.563 | 2.622 |
Price to Sales | 2.155 | 1.949 |
Price to Cash Flow | 11.482 | 10.075 |
Dividend Yield | 1.791 | 2.814 |
5 Years Earnings Growth | 11.287 | 11.911 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.290 | 19.709 |
Healthcare | 17.640 | 13.980 |
Communication Services | 12.330 | 8.331 |
Financial Services | 10.540 | 18.275 |
Consumer Cyclical | 7.150 | 12.402 |
Industrials | 6.250 | 13.821 |
Basic Materials | 6.130 | 9.888 |
Real Estate | 4.690 | 4.605 |
Energy | 4.460 | 8.892 |
Consumer Defensive | 4.420 | 9.242 |
Utilities | 0.090 | 5.827 |
Number of long holdings: 75
Number of short holdings: 9
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.06 | 428.07 | +0.05% | |
Shell ADR | US7802593050 | 4.00 | 70.03 | -0.86% | |
Amazon.com | US0231351067 | 3.42 | 184.65 | -1.29% | |
Samsung Electronics DRC | US7960508882 | 3.41 | 1,359.00 | -2.37% | |
Alphabet A | US02079K3059 | 3.38 | 174.60 | -0.23% | |
iShares Russell 2000 ETF | - | 3.26 | - | - | |
Lonza Group | CH0013841017 | 3.23 | 495.20 | -1.16% | |
Oracle | US68389X1054 | 3.14 | 124.14 | -0.29% | |
JPMorgan | US46625H1005 | 3.00 | 194.24 | -2.69% | |
Airbnb | US0090661010 | 3.00 | 146.75 | -0.89% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Altshuler Shaham Dev Mkts Protctd F | 779.24M | 5.18 | -1.05 | 5.67 | ||
Altshuler Shaham Equity Storm | 593.39M | 0.07 | -1.05 | 7.07 | ||
Altshuler Shaham S&P500 Managed | 441.96M | 16.77 | 10.05 | 10.36 | ||
Altshuler Shaham TA MidCap Stock | 244.38M | 7.39 | -0.84 | 9.66 | ||
Altshuler Shaham 20/80 TA MID CAP | 182.74M | 1.59 | -0.14 | 2.47 |
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