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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 15.230 | 15.260 | 0.030 |
Stocks | 84.780 | 84.800 | 0.020 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.975 | 17.920 |
Price to Book | 4.332 | 3.008 |
Price to Sales | 3.271 | 2.197 |
Price to Cash Flow | 16.712 | 12.283 |
Dividend Yield | 1.277 | 2.054 |
5 Years Earnings Growth | 12.891 | 11.330 |
Name | Net % | Category Average |
---|---|---|
Technology | 37.030 | 23.503 |
Healthcare | 14.350 | 13.547 |
Financial Services | 11.100 | 16.132 |
Consumer Cyclical | 8.890 | 10.463 |
Communication Services | 8.770 | 7.639 |
Consumer Defensive | 5.690 | 7.797 |
Industrials | 5.440 | 11.592 |
Energy | 3.190 | 3.648 |
Basic Materials | 2.110 | 4.138 |
Real Estate | 1.910 | 2.814 |
Utilities | 1.520 | 2.726 |
Number of long holdings: 81
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.31 | 439.33 | +0.94% | |
NVIDIA | US67066G1040 | 4.72 | 140.22 | +0.39% | |
Lyxor S&P 500 UCITS ETF - C-EUR | LU1135865084 | 3.89 | 411.08 | +0.88% | |
Apple | US0378331005 | 3.61 | 258.20 | +1.15% | |
Alphabet C | US02079K1079 | 3.55 | 197.57 | +0.81% | |
Amazon.com | US0231351067 | 3.37 | 229.05 | +1.77% | |
Vanguard S&P 500 | US9229083632 | 2.96 | 552.82 | +1.03% | |
iShares S&P 500 USD Health Care | IE00B43HR379 | 2.75 | 10.428 | -0.48% | |
Meta Platforms | US30303M1027 | 2.60 | 607.75 | +1.32% | |
SPDR S&P 500 | US78462F1030 | 2.55 | 601.30 | +1.11% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Analyst 80/20 | 604.37M | 10.10 | 4.45 | 4.32 | ||
Analyst Technology | 528.61M | 27.39 | 12.48 | 13.29 | ||
Analyst Investments | 297.74M | 34.40 | 9.96 | 10.57 | ||
Analyst Equity | 226.01M | 27.67 | 6.97 | 9.72 | ||
Analyst Diversified | 222.31M | 29.07 | 8.09 | 9.55 |
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