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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.02 | 9.85 | 5.83 |
Stocks | 72.20 | 72.22 | 0.02 |
Bonds | 15.98 | 18.37 | 2.39 |
Convertible | 2.62 | 2.62 | 0.00 |
Preferred | 0.17 | 0.17 | 0.00 |
Other | 5.01 | 5.05 | 0.04 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.10 | 16.28 |
Price to Book | 2.60 | 2.34 |
Price to Sales | 1.74 | 1.81 |
Price to Cash Flow | 8.80 | 10.35 |
Dividend Yield | 2.60 | 2.61 |
5 Years Earnings Growth | 8.87 | 10.79 |
Name | Net % | Category Average |
---|---|---|
Consumer Defensive | 19.74 | 7.59 |
Technology | 15.63 | 18.02 |
Financial Services | 14.80 | 16.90 |
Healthcare | 13.27 | 11.93 |
Industrials | 10.10 | 13.35 |
Basic Materials | 8.63 | 5.83 |
Energy | 7.93 | 4.38 |
Communication Services | 4.13 | 6.47 |
Consumer Cyclical | 3.76 | 10.37 |
Real Estate | 1.87 | 3.61 |
Utilities | 0.14 | 4.26 |
Number of long holdings: 56
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Findlay Park American USD | IE0002458671 | 6.89 | 209.790 | -0.52% | |
Shell | GB00BP6MXD84 | 3.62 | 33.21 | +0.70% | |
U.K. 20Y | GB0004893086 | 3.61 | 4.781 | +1.38% | |
Visa A | US92826C8394 | 3.55 | 272.46 | +0.43% | |
HgCapital | GB00BJ0LT190 | 3.50 | 481.00 | +0.21% | |
Apple | US0378331005 | 3.18 | 192.25 | +0.54% | |
AstraZeneca | GB0009895292 | 2.97 | 12,190.0 | +1.35% | |
Worldwide Healthcare | GB00BN455J50 | 2.84 | 345.0 | +0.88% | |
Polar Capital Global Convertible Fund S Income | IE00BKRVLY61 | 2.73 | 8.350 | +0.12% | |
Nestle | CH0038863350 | 2.52 | 95.56 | +1.51% |
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