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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 100.00 | 100.00 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.49 | 15.53 |
Price to Book | 2.59 | 2.48 |
Price to Sales | 2.14 | 1.71 |
Price to Cash Flow | 10.33 | 10.62 |
Dividend Yield | 3.95 | 2.53 |
5 Years Earnings Growth | 7.38 | 9.13 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.64 | 12.89 |
Financial Services | 17.25 | 21.19 |
Consumer Defensive | 12.88 | 8.22 |
Healthcare | 12.28 | 15.01 |
Utilities | 12.05 | 5.36 |
Energy | 10.69 | 7.59 |
Consumer Cyclical | 5.72 | 6.83 |
Communication Services | 4.12 | 5.57 |
Industrials | 3.61 | 11.90 |
Basic Materials | 1.76 | 3.49 |
Number of long holdings: 55
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 6.84 | 226.03 | -1.18% | |
AbbVie | US00287Y1091 | 4.69 | 200.50 | +1.60% | |
NextEra Energy | US65339F1012 | 4.47 | 70.15 | +1.58% | |
Chevron | US1667641005 | 3.72 | 158.54 | +0.83% | |
TC Energy | CA87807B1076 | 3.13 | 64.43 | -1.27% | |
Morgan Stanley | US6174464486 | 2.87 | 133.40 | -5.18% | |
Corning | US2193501051 | 2.85 | 51.16 | -2.87% | |
Bristol-Myers Squibb | US1101221083 | 2.85 | 55.18 | +0.35% | |
American Electric Power | US0255371017 | 2.67 | 104.12 | +1.00% | |
Merck&Co | US58933Y1055 | 2.39 | 87.17 | +1.83% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Williston Basin/Mid-North America S | 80.32M | 17.54 | 14.37 | 1.25 | ||
Viking Tax-Free for Montana A | 46.17M | 0.36 | -0.65 | 1.03 |
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