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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 13.150 | 14.780 | 1.630 |
Stocks | 53.230 | 56.130 | 2.900 |
Bonds | 31.370 | 31.520 | 0.150 |
Convertible | 0.100 | 0.100 | 0.000 |
Preferred | 0.430 | 0.430 | 0.000 |
Other | 1.720 | 1.730 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.694 | 15.430 |
Price to Book | 2.500 | 1.992 |
Price to Sales | 1.588 | 2.107 |
Price to Cash Flow | 9.790 | 8.887 |
Dividend Yield | 2.071 | 2.899 |
5 Years Earnings Growth | 13.313 | 10.863 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.490 | 17.124 |
Healthcare | 15.110 | 10.794 |
Financial Services | 12.760 | 14.434 |
Consumer Cyclical | 12.300 | 12.714 |
Industrials | 11.870 | 12.323 |
Consumer Defensive | 6.890 | 7.238 |
Communication Services | 5.910 | 7.204 |
Energy | 5.580 | 3.071 |
Basic Materials | 3.500 | 4.645 |
Utilities | 2.220 | 2.507 |
Real Estate | 1.380 | 11.465 |
Number of long holdings: 3
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BlackRock Global Funds - Global Allocation Fund A2 | LU0072462426 | 97.81 | 76.140 | -0.03% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JP90C000KAH8 | 1,105.28B | 16.68 | 11.53 | - | ||
AO Global High Quality Growth Eq Un | 707.28B | 19.15 | 8.49 | - | ||
AT No Load Developed Countr Equity | 560.86B | 17.37 | 19.92 | - | ||
AMOne DIAM Foreign Equity Index Fun | 525.4B | 17.30 | 19.72 | 13.99 | ||
AMOne Shinko US-REIT Open | 438.92B | 0.40 | 8.29 | 7.66 |
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