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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.12 | 3.12 | 0.00 |
Stocks | 96.73 | 96.73 | 0.00 |
Preferred | 0.15 | 0.15 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.22 | 17.69 |
Price to Book | 3.19 | 2.84 |
Price to Sales | 2.06 | 2.02 |
Price to Cash Flow | 12.77 | 11.62 |
Dividend Yield | 1.83 | 2.12 |
5 Years Earnings Growth | 11.31 | 10.95 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.50 | 21.95 |
Financial Services | 13.39 | 15.48 |
Healthcare | 12.73 | 14.35 |
Consumer Cyclical | 10.91 | 10.65 |
Industrials | 10.56 | 12.12 |
Communication Services | 8.13 | 7.30 |
Consumer Defensive | 6.47 | 8.45 |
Energy | 3.33 | 4.04 |
Basic Materials | 2.59 | 4.38 |
Real Estate | 2.22 | 2.80 |
Utilities | 2.18 | 2.59 |
Number of long holdings: 893
Number of short holdings: 18
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.25 | 414.42 | -0.17% | |
Apple | US0378331005 | 4.51 | 194.13 | +0.98% | |
NVIDIA | US67066G1040 | 3.34 | 1,136.54 | +3.67% | |
Amazon.com | US0231351067 | 2.74 | 177.66 | +0.69% | |
Meta Platforms | US30303M1027 | 1.86 | 475.21 | +1.80% | |
Alphabet A | US02079K3059 | 1.40 | 173.31 | +0.47% | |
Berkshire Hathaway B | US0846707026 | 1.27 | 411.16 | -0.78% | |
Alphabet C | US02079K1079 | 1.19 | 174.69 | +0.42% | |
Eli Lilly | US5324571083 | 1.03 | 830.21 | +1.20% | |
Broadcom | US11135F1012 | 0.97 | 1,344.00 | +1.16% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MyFolio Market III Inst Acc | 2.21B | 2.91 | 2.33 | 5.38 | ||
MyFolio Market III Retail Acc | 2.21B | 2.71 | 1.93 | 4.88 | ||
MyFolio Market III Retail Platform | 2.21B | 2.86 | 2.27 | 5.28 | ||
Standard Life Small Inst S Acc | 978.08M | 2.17 | 2.13 | - | ||
MyFolio Market V Retail Platform 1 | 608.49M | 6.05 | 5.78 | 8.33 |
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