Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 7.330 | 7.490 | 0.160 |
Stocks | 78.630 | 78.630 | 0.000 |
Bonds | 11.080 | 11.080 | 0.000 |
Convertible | 0.130 | 0.130 | 0.000 |
Other | 2.830 | 2.830 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.936 | 12.823 |
Price to Book | 2.092 | 1.808 |
Price to Sales | 1.871 | 1.539 |
Price to Cash Flow | 9.253 | 7.443 |
Dividend Yield | 4.074 | 3.968 |
5 Years Earnings Growth | 6.494 | 12.201 |
Name | Net % | Category Average |
---|---|---|
Real Estate | 21.950 | 8.772 |
Consumer Defensive | 21.530 | 8.996 |
Healthcare | 17.670 | 7.103 |
Financial Services | 11.830 | 21.291 |
Communication Services | 7.830 | 12.314 |
Energy | 6.050 | 3.862 |
Technology | 5.110 | 10.698 |
Utilities | 2.800 | 1.238 |
Consumer Cyclical | 2.790 | 12.314 |
Industrials | 2.440 | 7.009 |
Number of long holdings: 50
Number of short holdings: 10
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Global Corporate Bond UCITS | IE00B7J7TB45 | 4.73 | 68.11 | -0.54% | |
iShares Global High Yield Corporate Bond UCITS | IE00B74DQ490 | 4.72 | 86.99 | -0.51% | |
Walmart | US9311421039 | 2.93 | 80.94 | +0.63% | |
Lyxor MSCI USA ESG CliTran CTB ETF Acc | LU2055175025 | 2.81 | - | - | |
Microsoft | US5949181045 | 2.71 | 416.06 | -0.12% | |
iShares Digital Entertainment and Education UCITS | IE00023EZQ82 | 2.65 | 8.44 | +0.48% | |
Wells Fargo&Co | US9497461015 | 2.57 | 56.96 | +3.60% | |
P&G | US7427181091 | 2.55 | 168.88 | -0.73% | |
AT&T | US00206R1023 | 2.53 | 21.91 | -0.63% | |
Imperial Brands | GB0004544929 | 2.51 | 2,151.00 | +0.28% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Bridge Managed Growth Fund A | 1.08B | 14.23 | 10.74 | 5.39 | ||
Bridge Managed Growth Fund C | 1.08B | 14.46 | 11.06 | 5.69 | ||
Bridge Equity Income Growth Fund A | 451.2M | 16.36 | 11.86 | 5.19 | ||
Bridge Stable Growth Fund A | 422.33M | 12.08 | 10.43 | 5.82 | ||
Bridge Stable Growth Fund C | 422.33M | 12.30 | 10.75 | 6.12 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review