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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.150 | 7.210 | 6.060 |
Stocks | 96.800 | 96.800 | 0.000 |
Bonds | 2.050 | 2.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.534 | 22.866 |
Price to Book | 4.853 | 4.032 |
Price to Sales | 1.879 | 2.205 |
Price to Cash Flow | 8.646 | 12.873 |
Dividend Yield | 1.048 | 1.627 |
5 Years Earnings Growth | 11.357 | 12.167 |
Name | Net % | Category Average |
---|---|---|
Consumer Cyclical | 38.920 | 41.254 |
Consumer Defensive | 19.030 | 28.717 |
Communication Services | 15.620 | 12.300 |
Technology | 12.750 | 11.928 |
Industrials | 11.030 | 8.113 |
Real Estate | 2.630 | 2.076 |
Healthcare | 0.010 | 6.208 |
Number of long holdings: 49
Number of short holdings: 6
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Amazon.com | US0231351067 | 4.52 | 184.30 | -0.38% | |
Airbnb | US0090661010 | 4.48 | 146.62 | -0.26% | |
Meta Platforms | US30303M1027 | 4.24 | 492.96 | -0.16% | |
Hilton Worldwide | US43300A2033 | 4.16 | 202.18 | +0.50% | |
Marriott Int | US5719032022 | 4.15 | 231.10 | -0.40% | |
Inditex | ES0148396007 | 3.87 | 45.670 | -0.70% | |
Hyatt | US4485791028 | 3.63 | 145.15 | -0.36% | |
InterContinental | GB00BHJYC057 | 3.60 | 7,938.0 | -0.63% | |
Walmart | US9311421039 | 3.58 | 65.88 | -1.89% | |
Transdigm | US8936411003 | 3.37 | 1,310.00 | -1.85% |
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 | 0.07 | -1.05 | 7.07 | ||
Altshuler Shaham S&P500 Managed | 397.37M | 16.77 | 10.05 | 10.36 | ||
Altshuler Shaham TA MidCap Stock | 262.22M | 7.39 | -0.84 | 9.66 | ||
Altshuler Shaham Protectd Glbl Eq | 214.7M | 8.48 | -3.09 | 2.62 |
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