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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.150 | 6.170 | 0.020 |
Stocks | 15.650 | 15.650 | 0.000 |
Bonds | 78.090 | 78.320 | 0.230 |
Convertible | 0.200 | 0.200 | 0.000 |
Preferred | 0.060 | 0.060 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.815 | 16.013 |
Price to Book | 3.985 | 2.313 |
Price to Sales | 2.521 | 1.621 |
Price to Cash Flow | 14.620 | 9.613 |
Dividend Yield | 1.426 | 2.603 |
5 Years Earnings Growth | 11.089 | 10.523 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.230 | 20.443 |
Healthcare | 13.090 | 12.713 |
Financial Services | 12.790 | 14.431 |
Consumer Cyclical | 10.890 | 11.119 |
Communication Services | 9.280 | 7.075 |
Industrials | 7.870 | 11.630 |
Consumer Defensive | 4.630 | 7.835 |
Energy | 2.920 | 4.132 |
Real Estate | 2.500 | 3.889 |
Basic Materials | 2.140 | 6.163 |
Utilities | 1.660 | 3.819 |
Number of long holdings: 11
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Gutmann Europa Anleihefonds T | AT0000A1QDW2 | 29.50 | - | - | |
Gutmann Open Duration Fund EUR T | AT0000A1XM27 | 22.84 | - | - | |
Gutmann Euro Anleihen Nachhaltgktfds T | AT0000A15Q63 | 12.19 | - | - | |
Gutmann Reserve T1 | AT0000A1GUV9 | 11.28 | - | - | |
iShares MSCI USA ESG Screened UCITS Acc | IE00BFNM3G45 | 7.87 | 9.79 | +0.86% | |
UBS Irl plc MSCI USA A-acc | IE00BD4TXS21 | 7.84 | 30.20 | +0.83% | |
Gutmann Anleihen Opportunitätenfds A | AT0000675673 | 6.33 | 11.170 | -0.09% | |
Gutmann Euro Short-Term Anleihefonds A | AT0000611181 | 1.71 | 99.180 | +0.05% | |
Herald(Lux)-Us Absolute Return | LU0350637061 | 0.00 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
OBV Invest A | 69.73M | 0.99 | 1.36 | 2.71 | ||
Zurich Kosmos Invest A | 9.35M | 0.79 | 3.53 | 3.70 | ||
UNIQA Wachstum VT | 64.11K | 1.78 | 2.35 | 4.01 | ||
UNIQA Wachstum T | 2.15M | 0.51 | 2.76 | 3.91 |
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