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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.050 | 5.050 | 0.000 |
Stocks | 94.570 | 94.570 | 0.000 |
Preferred | 0.370 | 0.370 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.535 | 22.638 |
Price to Book | 2.176 | 4.139 |
Price to Sales | 2.183 | 2.932 |
Price to Cash Flow | 9.260 | 15.159 |
Dividend Yield | 1.291 | 1.274 |
5 Years Earnings Growth | 12.325 | 12.263 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 24.700 | 12.787 |
Technology | 23.940 | 27.549 |
Healthcare | 11.110 | 15.747 |
Industrials | 10.870 | 13.670 |
Consumer Cyclical | 9.100 | 11.787 |
Communication Services | 7.720 | 6.100 |
Consumer Defensive | 5.760 | 6.379 |
Basic Materials | 3.700 | 4.215 |
Real Estate | 1.660 | 5.730 |
Energy | 0.860 | 3.470 |
Utilities | 0.580 | 1.518 |
Number of long holdings: 85
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.90 | 401.31 | -1.23% | |
Alphabet A | US02079K3059 | 4.39 | 166.09 | -3.41% | |
Berkshire Hathaway B | US0846707026 | 4.18 | 400.59 | -0.38% | |
UnitedHealth | US91324P1021 | 3.79 | 489.42 | -1.20% | |
Amazon.com | US0231351067 | 3.75 | 180.24 | +0.35% | |
Arthur J Gallagher | US3635761097 | 2.99 | 233.47 | -0.28% | |
Canadian Pacific Railway Ltd | CA13645T1003 | 2.94 | - | - | |
Nestle | CH0038863350 | 2.25 | 92.08 | -0.67% | |
Danaher | US2358511028 | 2.19 | 246.09 | -0.20% | |
S&P Global | US78409V1044 | 2.16 | 415.44 | -0.08% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AMP Capital Future Directions Balan | 8.24B | -7.90 | 4.24 | 8.00 | ||
Ipac Select Index Balanced | 5.06B | 5.81 | 6.46 | 7.48 | ||
North Index Balanced | 5.06B | 5.81 | 6.46 | 7.48 | ||
Ipac Select Index Growth | 2.99B | 7.13 | 8.13 | 8.67 | ||
North Index Growth | 2.99B | 7.13 | 8.13 | 8.67 |
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