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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 100.00 | 100.00 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.74 | 20.05 |
Price to Book | 3.62 | 3.71 |
Price to Sales | 2.30 | 2.47 |
Price to Cash Flow | 13.57 | 13.76 |
Dividend Yield | 1.48 | 1.58 |
5 Years Earnings Growth | 12.09 | 11.66 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.78 | 28.09 |
Financial Services | 12.87 | 14.04 |
Healthcare | 12.44 | 13.59 |
Consumer Cyclical | 10.83 | 10.65 |
Industrials | 9.29 | 8.94 |
Communication Services | 8.22 | 8.50 |
Consumer Defensive | 5.56 | 5.91 |
Energy | 3.80 | 4.13 |
Real Estate | 2.82 | 2.51 |
Basic Materials | 2.33 | 3.01 |
Utilities | 2.07 | 2.38 |
Number of long holdings: 3,623
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.14 | 402.25 | -1.00% | |
Apple | US0378331005 | 5.28 | 173.50 | +2.48% | |
NVIDIA | US67066G1040 | 3.90 | 877.57 | +0.03% | |
Amazon.com | US0231351067 | 3.21 | 180.96 | +0.75% | |
Meta Platforms | US30303M1027 | 2.17 | 432.62 | -2.41% | |
Alphabet A | US02079K3059 | 1.64 | 166.15 | -3.37% | |
Berkshire Hathaway B | US0846707026 | 1.49 | 400.96 | -0.28% | |
Alphabet C | US02079K1079 | 1.39 | 167.90 | -3.33% | |
Eli Lilly | US5324571083 | 1.20 | 737.20 | +0.50% | |
Broadcom | US11135F1012 | 1.14 | 1,338.62 | -0.41% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 60 Equity Fund A Acc | 14.86B | 1.72 | 3.51 | 6.54 | ||
LifeStrategy 60 Equity Fund A Inc | 14.86B | 1.72 | 3.51 | 6.54 | ||
US Equity Index Inc | 14.66B | 7.37 | 13.11 | 14.79 | ||
FTSE Dev World ex UK Equity Index A | 14.91B | 6.40 | 12.13 | 12.73 | ||
FTSE Dev World ex UK Equity Index I | 14.91B | 6.41 | 12.13 | 12.73 |
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