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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.440 | 31.270 | 24.830 |
Stocks | 23.520 | 23.910 | 0.390 |
Bonds | 58.230 | 63.260 | 5.030 |
Convertible | 3.990 | 3.990 | 0.000 |
Preferred | 7.970 | 7.970 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.887 | 16.221 |
Price to Book | 2.969 | 2.152 |
Price to Sales | 2.028 | 1.741 |
Price to Cash Flow | 13.846 | 10.013 |
Dividend Yield | 2.840 | 4.332 |
5 Years Earnings Growth | 10.208 | 9.085 |
Name | Net % | Category Average |
---|---|---|
Technology | 46.650 | 25.515 |
Industrials | 9.780 | 8.000 |
Financial Services | 9.570 | 11.555 |
Consumer Cyclical | 7.240 | 7.960 |
Healthcare | 6.510 | 6.040 |
Real Estate | 6.370 | 19.855 |
Communication Services | 3.940 | 5.015 |
Consumer Defensive | 3.130 | 4.520 |
Energy | 2.650 | 4.765 |
Basic Materials | 2.470 | 3.220 |
Utilities | 1.690 | 3.560 |
Number of long holdings: 63
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
UBAM - Global High Yield Solution AC USD Acc | LU0569862351 | 15.04 | 221.320 | -0.18% | |
PineBridge Preferred Secritis Inc TWD A | TW000T2124A3 | 10.39 | - | - | |
M&G (Lux) Investment Funds 1 - M&G (Lux) Optimal I | LU1670725776 | 6.19 | 11.616 | -0.28% | |
Allianz US Short Dur Hi Inc Bd IT USD | LU1282651634 | 5.04 | - | - | |
Fidelity Global Income Y-MInc(G)-USD | LU2425919680 | 4.33 | - | - | |
JPM Global Dividend I (Inc) USD | LU2093775513 | 4.00 | - | - | |
UBS Lux Bond Fund - Euro High Yield EUR I-A1-acc | LU0415181899 | 3.38 | 167.720 | -0.23% | |
Fidelity European Hi Yld Y-Acc-USD H | LU1207409209 | 2.84 | - | - | |
JPMorgan Funds Global Strategic Bond Fund A (acc | LU1162086018 | 2.57 | 117.510 | -0.05% | |
UBS Lux Strategy Fund - Yield USD P-acc | LU0033043885 | 2.40 | 3,753.650 | -0.32% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fuh Hwa Heirloom No 2 Balance Fund | 10.43B | 10.10 | 4.16 | 11.66 | ||
Fuh Hwa Small Capital Fund | 10.03B | 11.47 | 8.47 | 14.86 | ||
Fuh Hwa High Growth Fund | 8.21B | 21.00 | 12.56 | 14.56 | ||
Fuh Hwa Life Goal Balance Fund | 7.44B | 9.68 | 4.47 | 10.13 | ||
TW000T22C2Y4 | 6.21B | 9.26 | 5.78 | - |
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