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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 100.00 | 100.00 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.27 | 20.79 |
Price to Book | 4.41 | 4.04 |
Price to Sales | 2.94 | 2.78 |
Price to Cash Flow | 16.03 | 14.74 |
Dividend Yield | 1.39 | 1.54 |
5 Years Earnings Growth | 10.74 | 11.13 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.50 | 29.86 |
Financial Services | 13.53 | 14.55 |
Consumer Cyclical | 10.86 | 10.81 |
Healthcare | 10.61 | 12.13 |
Communication Services | 8.91 | 8.73 |
Industrials | 7.68 | 8.79 |
Consumer Defensive | 5.70 | 5.59 |
Energy | 3.45 | 3.52 |
Utilities | 2.66 | 2.69 |
Real Estate | 2.27 | 2.26 |
Basic Materials | 1.85 | 2.74 |
Number of long holdings: 532
Number of short holdings: 38
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.94 | 236.00 | -0.67% | |
NVIDIA | US67066G1040 | 6.46 | 120.07 | -3.67% | |
Microsoft | US5949181045 | 6.10 | 415.06 | +0.02% | |
Amazon.com | US0231351067 | 3.73 | 237.68 | +1.30% | |
Meta Platforms | US30303M1027 | 2.42 | 689.18 | +0.32% | |
Alphabet A | US02079K3059 | 1.92 | 204.02 | +1.57% | |
Tesla | US88160R1014 | 1.79 | 404.60 | +1.08% | |
Berkshire Hathaway B | US0846707026 | 1.71 | 468.67 | -0.78% | |
Alphabet C | US02079K1079 | 1.59 | 205.60 | +1.47% | |
E-mini S&P 500 Future Dec 24 | - | 1.58 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
HSBC American Index Fund Accumulati | 17.09B | 26.95 | 11.32 | 15.13 | ||
HSBC American Index Fund Income C | 17.09B | 26.93 | 11.31 | 15.12 | ||
HSBC American Index Fund Retail Inc | 17.09B | 26.83 | 11.70 | 15.15 | ||
HSFund Institutional Accumulation | 17.09B | 26.99 | 11.36 | 15.19 | ||
Balanced Portfolio Accumulation C | 5.47B | 10.82 | 3.08 | 7.17 |
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