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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.360 | 2.360 | 0.000 |
Stocks | 97.790 | 97.790 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.631 | 20.100 |
Price to Book | 4.169 | 3.718 |
Price to Sales | 2.551 | 2.477 |
Price to Cash Flow | 15.404 | 13.790 |
Dividend Yield | 1.734 | 1.576 |
5 Years Earnings Growth | 10.328 | 11.653 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.540 | 14.057 |
Technology | 19.270 | 28.063 |
Healthcare | 16.530 | 13.522 |
Consumer Cyclical | 14.780 | 10.602 |
Industrials | 14.210 | 8.922 |
Consumer Defensive | 6.320 | 5.946 |
Energy | 3.080 | 4.163 |
Communication Services | 2.990 | 8.566 |
Basic Materials | 1.290 | 3.049 |
Number of long holdings: 50
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.32 | 420.21 | -0.19% | |
UnitedHealth | US91324P1021 | 6.97 | 524.65 | +0.65% | |
Caterpillar | US1491231015 | 6.13 | 356.37 | +1.61% | |
Visa A | US92826C8394 | 5.06 | 280.11 | +0.10% | |
McDonald’s | US5801351017 | 4.80 | 272.37 | -0.42% | |
Home Depot | US4370761029 | 4.31 | 344.29 | +0.45% | |
Salesforce Inc | US79466L3024 | 4.27 | 285.43 | +0.26% | |
JPMorgan | US46625H1005 | 3.99 | 204.85 | +1.18% | |
Goldman Sachs | US38141G1040 | 3.76 | 467.79 | +0.70% | |
Amgen Inc | - | 3.64 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PTYCXHLP0002 | 25.46M | 7.00 | 7.04 | 4.58 | ||
PTYIVKLE0006 | 11.54M | 3.56 | -3.83 | 3.30 |
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