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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.150 | 7.210 | 6.060 |
Stocks | 96.800 | 96.800 | 0.000 |
Bonds | 2.050 | 2.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.534 | 23.018 |
Price to Book | 4.853 | 4.063 |
Price to Sales | 1.879 | 2.220 |
Price to Cash Flow | 8.646 | 13.001 |
Dividend Yield | 1.048 | 1.611 |
5 Years Earnings Growth | 11.357 | 12.054 |
Name | Net % | Category Average |
---|---|---|
Consumer Cyclical | 38.920 | 41.372 |
Consumer Defensive | 19.030 | 28.632 |
Communication Services | 15.620 | 12.219 |
Technology | 12.750 | 11.512 |
Industrials | 11.030 | 8.219 |
Real Estate | 2.630 | 2.085 |
Healthcare | 0.010 | 6.191 |
Number of long holdings: 49
Number of short holdings: 6
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Amazon.com | US0231351067 | 4.52 | 176.44 | -1.60% | |
Airbnb | US0090661010 | 4.48 | 144.93 | -0.41% | |
Meta Platforms | US30303M1027 | 4.24 | 466.83 | +0.05% | |
Hilton Worldwide | US43300A2033 | 4.16 | 200.59 | +2.07% | |
Marriott Int | US5719032022 | 4.15 | 231.17 | +0.97% | |
Inditex | ES0148396007 | 3.87 | 43.560 | -1.80% | |
Hyatt | US4485791028 | 3.63 | 147.43 | +1.13% | |
InterContinental | GB00BHJYC057 | 3.60 | 7,900.0 | +1.88% | |
Walmart | US9311421039 | 3.58 | 65.76 | +1.34% | |
Transdigm | US8936411003 | 3.37 | 1,344.63 | +1.72% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Altshuler Shaham Dev Mkts Protctd F | 752.54M | 5.18 | -1.05 | 5.67 | ||
Altshuler Shaham Equity Storm | 633.79M | 3.01 | 1.37 | 7.48 | ||
Altshuler Shaham S&P500 Managed | 397.37M | 10.32 | 7.80 | 9.99 | ||
Altshuler Shaham TA MidCap Stock | 262.22M | 9.38 | 1.33 | 9.77 | ||
Altshuler Shaham Protectd Glbl Eq | 214.7M | 4.66 | -4.62 | 2.45 |
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