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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.08 | 5.00 | 0.92 |
Stocks | 95.31 | 95.31 | 0.00 |
Preferred | 0.43 | 0.43 | 0.00 |
Other | 0.18 | 0.20 | 0.02 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.17 | 11.46 |
Price to Book | 1.60 | 1.38 |
Price to Sales | 1.32 | 0.95 |
Price to Cash Flow | 7.86 | 6.09 |
Dividend Yield | 3.37 | 3.96 |
5 Years Earnings Growth | 11.94 | 9.56 |
Name | Net % | Category Average |
---|---|---|
Industrials | 20.12 | 14.37 |
Financial Services | 16.95 | 20.57 |
Consumer Cyclical | 16.40 | 11.44 |
Healthcare | 10.58 | 10.78 |
Technology | 9.85 | 8.64 |
Basic Materials | 8.24 | 7.59 |
Consumer Defensive | 6.47 | 9.63 |
Communication Services | 4.83 | 6.14 |
Energy | 4.51 | 7.04 |
Real Estate | 1.49 | 1.91 |
Utilities | 0.56 | 3.66 |
Number of long holdings: 238
Number of short holdings: 21
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Tencent Holdings | KYG875721634 | 3.09 | 403.40 | -0.10% | |
Taiwan Semicon | TW0002330008 | 1.84 | 1,035.00 | 0.00% | |
Roche Holding Participation | CH0012032048 | 1.65 | 261.60 | -0.57% | |
Ryanair ADR | US7835132033 | 1.28 | 45.08 | +1.12% | |
AIA Group | HK0000069689 | 1.26 | 57.85 | -1.95% | |
HSBC | GB0005405286 | 1.21 | 706.20 | +0.77% | |
Kering | FR0000121485 | 1.13 | 221.15 | +3.97% | |
Unilever | GB00B10RZP78 | 1.12 | 54.38 | +0.11% | |
Relx | GB00B2B0DG97 | 0.96 | 3,639.00 | +0.89% | |
BASF | DE000BASF111 | 0.94 | 42.480 | +0.64% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 713.87B | 19.69 | 7.49 | - | ||
Vanguard 500 Index Admiral | 552.77B | 20.93 | 9.04 | 12.96 | ||
Vanguard Total Stock Market Admiral | 401.69B | 19.67 | 7.47 | 12.38 | ||
Vanguard Total Intl Stock Index Inv | 214.44B | 8.15 | 1.40 | 4.88 | ||
Vanguard 500 Index Institutional Se | 193.35B | 20.96 | 9.07 | - |
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