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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 28.560 | 30.540 | 1.980 |
Stocks | 65.320 | 65.320 | 0.000 |
Bonds | 5.950 | 5.950 | 0.000 |
Convertible | 0.100 | 0.100 | 0.000 |
Preferred | 0.060 | 0.060 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.793 | 15.962 |
Price to Book | 5.082 | 2.130 |
Price to Sales | 1.301 | 1.618 |
Price to Cash Flow | 14.548 | 9.530 |
Dividend Yield | 2.095 | 2.526 |
5 Years Earnings Growth | 8.239 | 11.069 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 28.360 | 10.482 |
Technology | 23.550 | 18.374 |
Financial Services | 17.400 | 15.572 |
Consumer Defensive | 14.740 | 7.492 |
Consumer Cyclical | 9.070 | 10.970 |
Communication Services | 3.720 | 7.367 |
Industrials | 3.150 | 11.075 |
Number of long holdings: 28
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.09 | 415.13 | +0.23% | |
Dodge & Cox Worldwide Global Bd USD Acc | IE00B5568D66 | 4.43 | - | - | |
Cencora Inc | US03073E1055 | 4.38 | 226.57 | +2.74% | |
Prescient Global Funds - Prescient Global Income P | IE00B1Y40H10 | 4.12 | 1.603 | +0.06% | |
Visa A | US92826C8394 | 3.52 | 272.46 | +0.43% | |
Williams-Sonoma | US9699041011 | 3.50 | 293.38 | +1.75% | |
PepsiCo | US7134481081 | 3.26 | 172.90 | +1.40% | |
Abbott Labs | US0028241000 | 3.24 | 102.19 | +0.44% | |
Zoetis Inc | US98978V1035 | 3.07 | 169.58 | +0.08% | |
Berkshire Hathaway B | US0846707026 | 2.92 | 414.40 | +1.42% |
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