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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.550 | 4.590 | 1.040 |
Stocks | 34.520 | 34.550 | 0.030 |
Bonds | 56.770 | 56.770 | 0.000 |
Convertible | 2.240 | 2.240 | 0.000 |
Preferred | 2.920 | 2.920 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.777 | 17.192 |
Price to Book | 4.421 | 2.631 |
Price to Sales | 2.736 | 1.896 |
Price to Cash Flow | 16.914 | 10.637 |
Dividend Yield | 1.097 | 2.598 |
5 Years Earnings Growth | 15.543 | 10.736 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.790 | 19.824 |
Consumer Cyclical | 21.660 | 9.764 |
Healthcare | 12.980 | 11.977 |
Financial Services | 11.610 | 16.341 |
Communication Services | 7.370 | 6.791 |
Industrials | 6.160 | 10.861 |
Basic Materials | 3.010 | 4.060 |
Energy | 2.680 | 4.660 |
Utilities | 2.440 | 3.290 |
Real Estate | 1.760 | 7.122 |
Consumer Defensive | 1.540 | 7.649 |
Number of long holdings: 206
Number of short holdings: 7
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 1.95 | 429.17 | -0.27% | |
Amazon.com | US0231351067 | 1.57 | 182.02 | -0.07% | |
Alphabet A | US02079K3059 | 1.54 | 175.90 | -0.28% | |
Tesla | US88160R1014 | 1.37 | 176.19 | -0.32% | |
Apple | US0378331005 | 1.22 | 190.29 | +0.16% | |
Mastercard | US57636Q1040 | 1.11 | 442.47 | -0.59% | |
NVIDIA | US67066G1040 | 1.03 | 1,148.25 | +0.81% | |
Wells Fargo And Co Series L 7.5% Conv Preferred Perpetual Shs | - | 1.01 | - | - | |
UnitedHealth | US91324P1021 | 0.99 | 484.72 | -3.76% | |
Merrill Lynch Intl Co Cv (Meta Platforms Inc) Wts | - | 0.96 | - | - |
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