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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 19.160 | 19.180 | 0.020 |
Stocks | 79.580 | 79.580 | 0.000 |
Other | 1.260 | 1.270 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 24.337 | 17.890 |
Price to Book | 4.560 | 2.922 |
Price to Sales | 3.537 | 2.145 |
Price to Cash Flow | 15.959 | 12.060 |
Dividend Yield | 1.233 | 2.073 |
5 Years Earnings Growth | 12.558 | 11.245 |
Name | Net % | Category Average |
---|---|---|
Technology | 39.640 | 22.905 |
Financial Services | 11.040 | 15.771 |
Consumer Cyclical | 10.160 | 10.500 |
Communication Services | 10.050 | 7.511 |
Industrials | 7.940 | 11.773 |
Consumer Defensive | 6.860 | 8.030 |
Healthcare | 6.040 | 13.988 |
Energy | 3.820 | 3.765 |
Real Estate | 2.620 | 2.794 |
Utilities | 1.460 | 2.682 |
Basic Materials | 0.380 | 4.309 |
Number of long holdings: 66
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SPDR S&P 500 | US78462F1030 | 6.11 | 593.67 | +0.54% | |
Invesco QQQ Trust | US46090E1038 | 3.84 | 504.98 | +0.36% | |
NVIDIA | US67066G1040 | 3.37 | 146.67 | +0.53% | |
Microsoft | US5949181045 | 2.27 | 412.87 | -0.43% | |
Apple | US0378331005 | 2.21 | 228.52 | -0.21% | |
Eli Lilly | US5324571083 | 1.96 | 749.92 | -0.46% | |
AMD | US0079031078 | 1.94 | 137.49 | -0.08% | |
Netflix | US64110L1061 | 1.90 | 897.48 | +1.54% | |
United Rentals | US9113631090 | 1.90 | 840.74 | +2.46% | |
Financial Select Sector SPDR | US81369Y6059 | 1.87 | 50.17 | +1.27% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Edmond De Rothschild Select up to 2 | 256.45M | 6.95 | 4.31 | 3.52 | ||
Edmond De Rotschild Select UpTo 30 | 164.84M | 8.46 | 5.02 | - | ||
Rothschild USA Taxable | 153.94M | 14.43 | 7.77 | 7.61 | ||
Edmond de Rothschild Bnd Portfl +30 | 44.97M | 8.74 | 1.80 | 3.66 | ||
Edmond De Rothschild Bonds + 15 | 44.93M | 5.32 | 2.59 | - |
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