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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.47 | 25.31 | 24.84 |
Stocks | 98.63 | 98.63 | 0.00 |
Preferred | 0.25 | 0.25 | 0.00 |
Other | 0.65 | 0.69 | 0.04 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.30 | 17.69 |
Price to Book | 3.20 | 2.84 |
Price to Sales | 1.69 | 2.02 |
Price to Cash Flow | 9.48 | 11.62 |
Dividend Yield | 2.43 | 2.12 |
5 Years Earnings Growth | 10.55 | 10.95 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.26 | 21.95 |
Financial Services | 15.11 | 15.48 |
Industrials | 12.82 | 12.12 |
Healthcare | 10.70 | 14.35 |
Consumer Cyclical | 8.23 | 10.65 |
Communication Services | 8.08 | 7.30 |
Basic Materials | 5.93 | 4.38 |
Energy | 5.42 | 4.04 |
Consumer Defensive | 4.38 | 8.45 |
Utilities | 1.98 | 2.59 |
Real Estate | 1.10 | 2.80 |
Number of long holdings: 212
Number of short holdings: 18
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Scottish Widows Emerg Markets X | GB0031963605 | 7.66 | - | - | |
Apple | US0378331005 | 5.24 | 195.14 | +0.57% | |
Microsoft | US5949181045 | 3.84 | 414.77 | +0.30% | |
Alphabet A | US02079K3059 | 3.45 | 173.07 | -0.06% | |
Meta Platforms | US30303M1027 | 2.25 | 478.09 | +0.13% | |
NVIDIA | US67066G1040 | 2.18 | 1,159.60 | +0.83% | |
Broadcom | US11135F1012 | 1.67 | 1,324.12 | +0.17% | |
Mastercard | US57636Q1040 | 1.47 | 444.28 | +0.25% | |
Novo Nordisk B | DK0062498333 | 1.46 | 936.2 | +1.33% | |
AbbVie | US00287Y1091 | 1.32 | 162.42 | +1.39% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Halifax UK FTSE 100 Index Tracking | 1.1B | 7.69 | 9.91 | 5.43 | ||
Halifax European Fund A | 340.92M | 5.67 | 7.64 | 8.49 | ||
Halifax Far Eastern Fund F | 155.75M | 5.45 | -0.94 | 6.80 |
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