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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.360 | 78.250 | 74.890 |
Stocks | 96.700 | 96.750 | 0.050 |
Preferred | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.068 | 14.946 |
Price to Book | 2.816 | 2.178 |
Price to Sales | 1.897 | 1.489 |
Price to Cash Flow | 11.992 | 9.129 |
Dividend Yield | 1.737 | 2.998 |
5 Years Earnings Growth | 10.779 | 10.080 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.560 | 15.516 |
Healthcare | 16.710 | 13.122 |
Financial Services | 13.840 | 16.626 |
Consumer Cyclical | 10.900 | 12.223 |
Industrials | 10.530 | 14.218 |
Communication Services | 6.350 | 5.918 |
Consumer Defensive | 5.050 | 8.291 |
Basic Materials | 2.820 | 5.766 |
Real Estate | 2.520 | 1.564 |
Energy | 1.560 | 4.558 |
Utilities | 1.150 | 4.042 |
Number of long holdings: 28
Number of short holdings: 9
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Invesco S&P 500 ESG | IE00BKS7L097 | 17.94 | 81.01 | +1.34% | |
iShares MSCI USA ESG Screened UCITS Acc | IE00BFNM3G45 | 13.86 | 11.66 | +0.83% | |
iShares MSCI World SRI UCITS ETF EUR (Acc) | IE00BYX2JD69 | 11.54 | 11.97 | +0.84% | |
SPDR STOXX Europe 600 ESG Screened UCITS ETF EUR A | IE00BK5H8015 | 10.34 | 33.70 | +0.88% | |
Lyxor Index Fund - Lyxor MSCI Disruptive Technolog | LU2023678282 | 9.48 | 14.97 | -0.20% | |
UBS ETF MSCI World Socially Responsible UCITS USD | LU0629459743 | 6.43 | 158.42 | +0.65% | |
Amundi Index Solutions - Amundi Index MSCI Japan S | LU2233156749 | 6.42 | 47.06 | +0.99% | |
BNP Paribas Easy MSCI USA SRI S-Series 5% Capped U | LU1291103338 | 5.93 | 21.73 | +1.45% | |
Franklin FTSE Korea UCITS | IE00BHZRR030 | 3.42 | 27.82 | +0.74% | |
iShares MSCI USA Small Cap UCITS | IE00B3VWM098 | 3.00 | 528.69 | +1.03% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Intervalor D | 33.03M | 3.25 | 7.73 | 6.19 |
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