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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 99.930 | 99.930 | 0.000 |
Preferred | 0.030 | 0.030 | 0.000 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.384 | 17.651 |
Price to Book | 2.489 | 2.829 |
Price to Sales | 1.660 | 2.013 |
Price to Cash Flow | 9.173 | 11.603 |
Dividend Yield | 2.442 | 2.124 |
5 Years Earnings Growth | 10.837 | 10.940 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.240 | 21.932 |
Financial Services | 14.430 | 15.514 |
Healthcare | 13.540 | 14.355 |
Industrials | 10.620 | 12.114 |
Consumer Cyclical | 10.530 | 10.616 |
Consumer Defensive | 7.750 | 8.456 |
Communication Services | 7.000 | 7.296 |
Energy | 5.170 | 4.046 |
Basic Materials | 4.240 | 4.389 |
Utilities | 2.880 | 2.592 |
Real Estate | 2.600 | 2.787 |
Number of long holdings: 1,509
Number of short holdings: 68
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.92 | 207.12 | +7.25% | |
Microsoft | US5949181045 | 3.79 | 432.68 | +1.12% | |
Amazon.com | US0231351067 | 1.78 | 187.23 | +0.09% | |
NVIDIA | US67066G1040 | 1.26 | 120.91 | -0.72% | |
Alphabet A | US02079K3059 | 1.17 | 176.62 | +0.92% | |
Alphabet C | US02079K1079 | 1.08 | 178.19 | +0.88% | |
Tesla | US88160R1014 | 0.97 | 170.58 | -1.85% | |
Meta Platforms | US30303M1027 | 0.90 | 507.47 | +0.97% | |
Exxon Mobil | US30231G1022 | 0.88 | 112.17 | -0.80% | |
UnitedHealth | US91324P1021 | 0.86 | 496.22 | +0.25% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PF Euroland Equity N GBP ND | 4.99B | -8.69 | 4.34 | 9.98 | ||
Amundi MSCI Wrld IG D | 6.52B | 4.80 | 16.35 | - | ||
PF US Fundamental Growth N GBP ND | 3.27B | 3.06 | 13.71 | 16.34 | ||
LU0996178025 | 2.28B | 11.18 | 15.78 | - | ||
LU0996178298 | 2.28B | 11.17 | 15.80 | - |
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