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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 15.810 | 15.840 | 0.030 |
Stocks | 84.180 | 84.210 | 0.030 |
Other | 0.010 | 0.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.483 | 17.700 |
Price to Book | 2.802 | 2.843 |
Price to Sales | 1.866 | 1.999 |
Price to Cash Flow | 10.490 | 11.581 |
Dividend Yield | 1.992 | 2.107 |
5 Years Earnings Growth | 10.952 | 10.973 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.630 | 22.024 |
Financial Services | 13.080 | 15.440 |
Healthcare | 12.250 | 14.373 |
Consumer Cyclical | 10.990 | 10.756 |
Industrials | 8.210 | 12.079 |
Consumer Defensive | 8.110 | 8.411 |
Communication Services | 7.210 | 7.226 |
Energy | 5.150 | 4.019 |
Basic Materials | 3.220 | 4.362 |
Utilities | 2.200 | 2.551 |
Real Estate | 1.960 | 2.821 |
Number of long holdings: 86
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.80 | 406.32 | +1.82% | |
SPDR S&P 500 | US78462F1030 | 4.36 | 508.24 | +0.94% | |
Vanguard S&P 500 | US9229083632 | 3.45 | 467.13 | +0.98% | |
Vanguard FTSE Emerging Markets | US9220428588 | 3.07 | 42.33 | +1.16% | |
Amazon.com | US0231351067 | 2.84 | 179.62 | +3.43% | |
Alphabet C | US02079K1079 | 2.82 | 173.69 | +9.97% | |
Mastercard | US57636Q1040 | 1.94 | 462.23 | +0.03% | |
NVIDIA | US67066G1040 | 1.58 | 877.35 | +6.18% | |
Vanguard FTSE Europe | US9220428745 | 1.44 | 66.41 | +0.79% | |
Berkshire Hathaway B | US0846707026 | 1.43 | 401.65 | -0.81% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Analyst 80/20 | 528.23M | 2.94 | 3.98 | 3.85 | ||
Analyst Technology | 432.4M | 13.45 | 10.75 | 13.97 | ||
Analyst Investments | 274.92M | 8.72 | 8.18 | 8.30 | ||
Analyst Equity | 215.23M | 7.96 | 6.85 | 7.83 | ||
Analyst Diversified | 199.06M | 8.88 | 8.73 | 7.57 |
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