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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 93.660 | 93.660 | 0.000 |
Stocks | 56.160 | 56.230 | 0.070 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.958 | 15.103 |
Price to Book | 2.304 | 2.069 |
Price to Sales | 1.058 | 1.531 |
Price to Cash Flow | 5.858 | 8.399 |
Dividend Yield | 3.325 | 2.632 |
5 Years Earnings Growth | 10.558 | 12.325 |
Name | Net % | Category Average |
---|---|---|
Consumer Cyclical | 18.340 | 13.019 |
Industrials | 18.340 | 12.409 |
Healthcare | 11.600 | 11.449 |
Basic Materials | 11.120 | 6.291 |
Consumer Defensive | 10.630 | 6.861 |
Technology | 9.650 | 17.094 |
Financial Services | 7.500 | 16.626 |
Energy | 7.170 | 5.547 |
Communication Services | 3.830 | 7.826 |
Utilities | 1.580 | 3.891 |
Real Estate | 0.250 | 2.823 |
Number of long holdings: 18
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Welzia USA Equity FI | ES0184593004 | 23.56 | 17.09 | -0.12% | |
Futuro Msci World Index Diciembre 2022 | - | 12.36 | - | - | |
Futuro Ftse100 Diciembre 2022 | - | 5.27 | - | - | |
Future on Euro Stoxx 50 | - | 4.75 | - | - | |
Future on TOPIX Index Future | - | 4.14 | - | - | |
Futuro Mini S&P Diciembre 2022 | - | 2.94 | - | - | |
Future on MSCI Emerging Market Index Future | - | 2.12 | - | - | |
Futuro Spi 200 Diciembre 2022 | - | 1.78 | - | - | |
Futuro S&P 60 Canada Diciembre 2022 | - | 1.33 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Welzia Ahorro 5 FI | 81.27M | 1.40 | 1.34 | 0.93 | ||
Welzia USA Equity FI | 29.12M | 4.09 | 4.71 | 5.52 | ||
Welzia Crecimiento 15 FI | 24.25M | 3.33 | 0.88 | 4.29 | ||
PREFELICITY | 8M | -9.76 | 3.41 | 4.99 | ||
INVERVILLADA | 3.09M | 3.17 | 4.30 | - |
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