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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.550 | 2.700 | 0.150 |
Stocks | 96.930 | 96.930 | 0.000 |
Bonds | 0.010 | 0.010 | 0.000 |
Preferred | 0.030 | 0.030 | 0.000 |
Other | 0.480 | 0.480 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.211 | 17.752 |
Price to Book | 2.271 | 2.850 |
Price to Sales | 1.707 | 2.017 |
Price to Cash Flow | 10.952 | 11.625 |
Dividend Yield | 2.282 | 2.102 |
5 Years Earnings Growth | 10.113 | 10.934 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.810 | 22.040 |
Financial Services | 15.940 | 15.459 |
Healthcare | 15.130 | 14.345 |
Industrials | 10.300 | 12.082 |
Communication Services | 7.800 | 7.248 |
Energy | 7.020 | 4.030 |
Consumer Cyclical | 6.920 | 10.686 |
Consumer Defensive | 5.480 | 8.440 |
Basic Materials | 2.870 | 4.364 |
Real Estate | 1.380 | 2.817 |
Utilities | 1.370 | 2.558 |
Number of long holdings: 32
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard S&P 500 | US9229083632 | 16.12 | 478.80 | +0.01% | |
Imalivest Sanlam Collective Investments Worldwide | ZAE000213260 | 14.00 | 3.765 | -0.40% | |
iShares Core MSCI EAFE | US46432F8427 | 12.86 | 74.68 | +0.01% | |
iShares EURO STOXX 50 UCITS Dist | IE0008471009 | 6.20 | 4,502.5 | -0.01% | |
Novo Nordisk A/S ADR | - | 5.76 | - | - | |
Vanguard Value | US9229087443 | 4.34 | 161.30 | -0.06% | |
Invesco NASDAQ 100 | US46138G6492 | 4.03 | 182.34 | +0.24% | |
iShares Core MSCI Japan IMI UCITS ETF USD | IE00B4L5YX21 | 3.97 | 53.52 | +0.04% | |
ASML Holding NV ADR | - | 2.98 | - | - | |
UBS Group | CH0244767585 | 2.97 | 27.06 | -0.22% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Sanlam Investment Management InflB9 | 12.61B | -1.47 | 6.13 | 8.18 | ||
Sanlam Investment Management Bal B9 | 12.33B | 3.81 | 2.91 | 8.00 | ||
Sanlam Investment Management InflB4 | 11.76B | 1.40 | 7.38 | 7.61 | ||
Sanlam Investment Management InflB6 | 11.76B | 1.50 | 7.66 | 7.85 | ||
Sanlam Investment Management InflB7 | 11.76B | 1.32 | 7.13 | 7.37 |
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