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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.01 | 11.37 | 9.36 |
Stocks | 55.06 | 55.06 | 0.00 |
Bonds | 40.44 | 40.47 | 0.03 |
Convertible | 0.23 | 0.23 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 2.26 | 2.26 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.39 | 14.97 |
Price to Book | 1.98 | 2.09 |
Price to Sales | 1.56 | 1.55 |
Price to Cash Flow | 9.78 | 9.24 |
Dividend Yield | 2.93 | 3.11 |
5 Years Earnings Growth | 11.10 | 10.50 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.64 | 16.36 |
Financial Services | 16.87 | 16.86 |
Industrials | 10.97 | 12.38 |
Consumer Cyclical | 10.26 | 10.25 |
Healthcare | 9.18 | 10.88 |
Consumer Defensive | 6.79 | 7.90 |
Communication Services | 6.61 | 6.40 |
Basic Materials | 5.48 | 5.82 |
Energy | 5.20 | 4.90 |
Real Estate | 4.24 | 6.72 |
Utilities | 3.76 | 3.46 |
Number of long holdings: 34
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BlackRock Corporate Bond Tracker Fund L Acc | GB00B5MMQ552 | 13.76 | 1.55 | -0.31% | |
Vanguard UK Invm Grd Bd Idx £ Dist | IE00B1S74W91 | 13.44 | - | - | |
Legal & General US Index Trust C Acc | GB00BG0QPL51 | 10.80 | 11.21 | -0.62% | |
iShares Emerging Mkts Eq Idx (UK) L Acc | GB00B4M5NH84 | 8.70 | - | - | |
HSBC American Index Fund Retail Accumulation | GB0000470418 | 7.44 | 11.61 | -0.61% | |
L&G Pacific Index C Acc | GB00BG0QPB53 | 4.32 | - | - | |
iShares Continen Eurp Eq Idx (UK) L Acc | GB00B08HDG97 | 3.67 | - | - | |
BlackRock Japan Equity Tracker Fund L Acc | GB00B08HDJ29 | 3.32 | 3.03 | +0.53% | |
Legal & General UK Index Trust C Acc | GB00BG0QPJ30 | 3.11 | 4.22 | -0.75% | |
BlackRock UK Equity Tracker Fund L Acc | GB00B08HD810 | 3.05 | 3.10 | -0.82% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Architas Multi Asset Passive Interd | 24.42M | 1.00 | 2.49 | 5.79 | ||
Architas Multi Asset Passive Interm | 453.1M | 1.01 | 2.53 | 5.77 | ||
Architas Multi Asset Passive Intera | 13.94M | 3.49 | 2.65 | 5.83 | ||
Architas Multi Asset Passive Interz | 51.31M | 3.59 | 3.02 | 6.22 | ||
Architas Multi Asset Blended Interm | 11.72M | 1.19 | 1.83 | 4.92 |
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