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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 107.400 | 107.400 | 0.000 |
Bonds | 0.510 | 0.510 | 0.000 |
Other | 0.020 | 0.110 | 0.090 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.776 | 16.758 |
Price to Book | 2.563 | 2.646 |
Price to Sales | 2.155 | 1.966 |
Price to Cash Flow | 11.482 | 10.194 |
Dividend Yield | 1.791 | 2.800 |
5 Years Earnings Growth | 11.287 | 12.026 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.290 | 19.994 |
Healthcare | 17.640 | 13.966 |
Communication Services | 12.330 | 8.263 |
Financial Services | 10.540 | 18.289 |
Consumer Cyclical | 7.150 | 12.361 |
Industrials | 6.250 | 13.786 |
Basic Materials | 6.130 | 9.763 |
Real Estate | 4.690 | 4.676 |
Energy | 4.460 | 8.897 |
Consumer Defensive | 4.420 | 9.239 |
Utilities | 0.090 | 5.808 |
Number of long holdings: 69
Number of short holdings: 27
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.73 | 430.52 | +0.35% | |
Shell ADR | US7802593050 | 4.53 | 70.48 | -1.28% | |
Amazon.com | US0231351067 | 3.87 | 183.13 | -0.01% | |
Samsung Electronics DRC | US7960508882 | 3.86 | 1,439.00 | +1.20% | |
Alphabet A | US02079K3059 | 3.83 | 176.38 | -0.83% | |
iShares Russell 2000 ETF | - | 3.69 | - | - | |
Lonza Group | CH0013841017 | 3.66 | 514.80 | +0.82% | |
Oracle | US68389X1054 | 3.56 | 124.60 | -0.02% | |
JPMorgan | US46625H1005 | 3.40 | 198.31 | -0.61% | |
Airbnb | US0090661010 | 3.39 | 142.71 | -0.96% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Altshuler Shaham Dev Mkts Protctd F | 752.54M | 5.18 | -1.05 | 5.67 | ||
Altshuler Shaham Equity Storm | 633.79M | 3.01 | 1.37 | 7.48 | ||
Altshuler Shaham S&P500 Managed | 397.37M | 10.32 | 7.80 | 9.99 | ||
Altshuler Shaham TA MidCap Stock | 262.22M | 9.38 | 1.33 | 9.77 | ||
Altshuler Shaham 20/80 TA MID CAP | 190.12M | 1.66 | 0.07 | 2.56 |
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