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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.850 | 2.870 | 0.020 |
Stocks | 94.780 | 94.780 | 0.000 |
Other | 2.370 | 2.370 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.836 | 14.283 |
Price to Book | 2.309 | 2.237 |
Price to Sales | 1.463 | 1.318 |
Price to Cash Flow | 10.105 | 9.638 |
Dividend Yield | 2.135 | 2.393 |
5 Years Earnings Growth | 13.652 | 10.380 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 24.350 | 17.430 |
Financial Services | 19.440 | 19.276 |
Industrials | 13.720 | 10.502 |
Communication Services | 12.340 | 7.295 |
Technology | 12.190 | 14.404 |
Energy | 5.640 | 8.182 |
Consumer Cyclical | 4.580 | 7.665 |
Basic Materials | 2.920 | 3.817 |
Consumer Defensive | 1.970 | 9.046 |
Utilities | 1.920 | 4.375 |
Real Estate | 0.930 | 2.106 |
Number of long holdings: 78
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Charles Schwab | US8085131055 | 3.70 | 81.26 | +0.57% | |
Alphabet C | US02079K1079 | 3.51 | 166.57 | -1.58% | |
Fiserv | US3377381088 | 3.43 | 221.56 | +1.91% | |
MetLife | US59156R1086 | 3.28 | 86.59 | +1.64% | |
Rtx Corp | US75513E1010 | 3.20 | 120.77 | +0.20% | |
Wells Fargo&Co | US9497461015 | 3.08 | 75.96 | +1.51% | |
Johnson Controls | IE00BY7QL619 | 2.88 | 83.45 | -0.64% | |
CVS Health Corp | US1266501006 | 2.42 | 58.01 | +1.59% | |
Occidental | US6745991058 | 2.41 | 51.93 | +0.76% | |
Charter Communications | US16119P1084 | 2.34 | 388.27 | +1.15% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Global Stock Fund USD Accumulating | 6.01B | 9.87 | 6.86 | 8.06 |
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