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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.37 | 24.96 | 24.59 |
Stocks | 98.73 | 98.73 | 0.00 |
Preferred | 0.27 | 0.27 | 0.00 |
Other | 0.63 | 0.67 | 0.04 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.76 | 17.69 |
Price to Book | 3.31 | 2.84 |
Price to Sales | 1.79 | 2.02 |
Price to Cash Flow | 10.22 | 11.62 |
Dividend Yield | 2.37 | 2.12 |
5 Years Earnings Growth | 10.54 | 10.95 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.50 | 21.95 |
Financial Services | 14.94 | 15.48 |
Industrials | 13.21 | 12.12 |
Healthcare | 11.53 | 14.35 |
Consumer Cyclical | 8.35 | 10.65 |
Communication Services | 7.68 | 7.30 |
Basic Materials | 5.63 | 4.38 |
Energy | 4.50 | 4.04 |
Consumer Defensive | 4.23 | 8.45 |
Utilities | 2.20 | 2.59 |
Real Estate | 1.23 | 2.80 |
Number of long holdings: 210
Number of short holdings: 18
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Scottish Widows Emerg Markets X | GB0031963605 | 7.91 | - | - | |
Apple | US0378331005 | 5.02 | 194.66 | +0.09% | |
Microsoft | US5949181045 | 3.69 | 424.47 | -0.01% | |
Alphabet A | US02079K3059 | 2.99 | 176.65 | -0.05% | |
NVIDIA | US67066G1040 | 2.59 | 1,193.74 | -1.34% | |
Meta Platforms | US30303M1027 | 2.47 | 492.58 | -0.24% | |
Broadcom | US11135F1012 | 1.70 | 1,408.29 | +0.50% | |
Mastercard | US57636Q1040 | 1.50 | 449.23 | +0.12% | |
Novo Nordisk B | DK0062498333 | 1.45 | 990.7 | +1.79% | |
Amazon.com | US0231351067 | 1.41 | 184.42 | -0.31% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Halifax UK FTSE 100 Index Tracking | 1.17B | 9.01 | 9.77 | 5.39 | ||
Halifax European Fund A | 323.63M | 8.24 | 7.52 | 8.54 | ||
Halifax Far Eastern Fund F | 172.24M | 6.42 | -0.08 | 6.47 |
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