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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 20.250 | 20.280 | 0.030 |
Stocks | 79.350 | 79.360 | 0.010 |
Other | 0.400 | 0.400 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.430 | 17.782 |
Price to Book | 3.998 | 2.856 |
Price to Sales | 2.913 | 2.026 |
Price to Cash Flow | 14.684 | 11.657 |
Dividend Yield | 1.241 | 2.105 |
5 Years Earnings Growth | 12.266 | 10.947 |
Name | Net % | Category Average |
---|---|---|
Technology | 33.030 | 22.061 |
Healthcare | 13.760 | 14.310 |
Financial Services | 11.620 | 15.464 |
Consumer Cyclical | 10.390 | 10.670 |
Communication Services | 9.660 | 7.260 |
Consumer Defensive | 6.740 | 8.416 |
Industrials | 6.360 | 12.104 |
Energy | 3.840 | 4.026 |
Basic Materials | 2.440 | 4.379 |
Utilities | 1.260 | 2.559 |
Real Estate | 0.910 | 2.805 |
Number of long holdings: 77
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.20 | 430.52 | +0.35% | |
Amazon.com | US0231351067 | 4.06 | 183.13 | -0.01% | |
NVIDIA | US67066G1040 | 3.90 | 949.50 | -0.46% | |
Alphabet C | US02079K1079 | 3.73 | 178.00 | -0.86% | |
Meta Platforms | US30303M1027 | 3.02 | 467.78 | +0.68% | |
SPDR® S&P 500 ETF Trust | - | 2.85 | - | - | |
Mastercard | US57636Q1040 | 2.73 | 456.52 | -0.56% | |
Vanguard Health Care | US92204A5048 | 2.16 | 267.39 | +0.18% | |
Health Care Select Sector SPDR | US81369Y2090 | 2.14 | 146.51 | +0.18% | |
iShares S&P 500 USD Health Care | IE00B43HR379 | 1.86 | 10.576 | +0.08% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Analyst 80/20 | 541.5M | 2.56 | 3.40 | 3.76 | ||
Analyst Technology | 427.9M | 11.21 | 8.73 | 13.91 | ||
Analyst Investments | 261.01M | 3.56 | 4.49 | 7.92 | ||
Analyst Equity | 208.5M | 3.69 | 3.79 | 7.55 | ||
Analyst Diversified | 190.16M | 4.32 | 5.30 | 7.24 |
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