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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.33 | 47.22 | 45.89 |
Stocks | 60.47 | 60.47 | 0.00 |
Bonds | 34.47 | 34.64 | 0.17 |
Convertible | 0.09 | 0.09 | 0.00 |
Preferred | 0.02 | 0.02 | 0.00 |
Other | 3.62 | 3.65 | 0.03 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.57 | 14.93 |
Price to Book | 2.04 | 2.08 |
Price to Sales | 1.59 | 1.54 |
Price to Cash Flow | 9.72 | 9.16 |
Dividend Yield | 2.92 | 3.10 |
5 Years Earnings Growth | 9.97 | 10.51 |
Name | Net % | Category Average |
---|---|---|
Technology | 16.50 | 16.32 |
Financial Services | 15.07 | 16.95 |
Industrials | 11.48 | 12.42 |
Consumer Cyclical | 9.81 | 10.30 |
Healthcare | 9.67 | 10.89 |
Consumer Defensive | 7.71 | 7.97 |
Real Estate | 7.45 | 6.62 |
Energy | 6.29 | 4.82 |
Communication Services | 5.94 | 6.45 |
Utilities | 5.38 | 3.41 |
Basic Materials | 4.70 | 5.79 |
Number of long holdings: 25
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Legal & General US Index Trust C Acc | GB00BG0QPL51 | 9.05 | 10.88 | +0.18% | |
Legal & General UK Index Trust C Acc | GB00BG0QPJ30 | 8.30 | 4.12 | +0.19% | |
Vanguard FTSE UK All Share Index Unit Trust Instit | GB00BPN5P907 | 8.27 | 171.56 | +0.23% | |
abrdn Global Govt Bond Tracker X GBP Acc | GB00BK80KY50 | 7.95 | - | - | |
abrdn American Equity Tracker X Acc | GB00BGMK1287 | 7.11 | - | - | |
abrdn Asia Pacific ex-Japan TrkrX£Acc | GB00BKBD2F66 | 6.98 | - | - | |
abrdn Sterling Corp Bond Tracker X Acc | GB00BJ84JS76 | 6.62 | - | - | |
Vanguard Glb Corp Bd Idx Ins Pl £ H Acc | IE00BDFB5D65 | 5.30 | - | - | |
iShares Continen Eurp Eq Idx (UK) L Acc | GB00B08HDG97 | 5.02 | - | - | |
abrdn EM Local Ccy Bond Tracker X Acc | GB00BG08N068 | 4.55 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MyFolio Market III Inst Acc | 2.21B | 3.20 | 3.29 | 5.47 | ||
MyFolio Market III Retail Acc | 2.21B | 3.11 | 2.93 | 4.97 | ||
International Trust | 1.73B | 6.27 | 12.61 | 12.60 | ||
Standard Life Small Inst S Acc | 925.92M | 2.17 | 2.13 | - | ||
MyFolio Market V Inst Acc | 598.91M | 5.70 | 6.94 | 8.46 |
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