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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.130 | 3.090 | 1.960 |
Stocks | 84.670 | 84.670 | 0.000 |
Bonds | 14.030 | 14.030 | 0.000 |
Other | 0.180 | 0.190 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.978 | 17.700 |
Price to Book | 2.879 | 2.843 |
Price to Sales | 1.781 | 1.999 |
Price to Cash Flow | 12.225 | 11.581 |
Dividend Yield | 2.062 | 2.107 |
5 Years Earnings Growth | 10.966 | 10.973 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.650 | 22.024 |
Financial Services | 17.850 | 15.440 |
Healthcare | 13.430 | 14.373 |
Consumer Cyclical | 9.810 | 10.756 |
Industrials | 9.510 | 12.079 |
Consumer Defensive | 7.350 | 8.411 |
Basic Materials | 4.870 | 4.362 |
Energy | 4.190 | 4.019 |
Communication Services | 3.210 | 7.226 |
Real Estate | 1.090 | 2.821 |
Utilities | 1.030 | 2.551 |
Number of long holdings: 294
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.74 | 406.32 | +1.82% | |
Apple | US0378331005 | 4.25 | 169.30 | -0.35% | |
NVIDIA | US67066G1040 | 2.79 | 877.35 | +6.18% | |
United States Treasury Notes 1.38% | - | 1.87 | - | - | |
Visa A | US92826C8394 | 1.42 | 274.58 | -0.21% | |
United States Treasury Notes 1.13% | - | 1.40 | - | - | |
Mastercard | US57636Q1040 | 1.31 | 462.23 | +0.03% | |
Costco | US22160K1051 | 1.28 | 729.18 | +1.01% | |
Procter&Gamble | US7427181091 | 1.21 | 161.24 | -0.81% | |
Accenture | IE00B4BNMY34 | 1.09 | 307.93 | -0.35% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Alleanza Obbligazionario A | 5.28B | 0.42 | -2.41 | 1.23 | ||
Fondo Alto Bilanciato | 934.91M | 4.20 | 4.15 | 3.70 | ||
Fondo Alto Azionario | 362.37M | 3.49 | 0.58 | 2.08 | ||
Fondo Alto Pacifico Azionario | 271.7M | 1.89 | -1.19 | 3.85 | ||
Fondo Alto America Azionario | 207.91M | 7.42 | 3.93 | 9.64 |
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