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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.740 | 4.320 | 3.580 |
Stocks | 99.260 | 99.260 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.707 | 17.692 |
Price to Book | 2.937 | 2.835 |
Price to Sales | 1.794 | 2.016 |
Price to Cash Flow | 12.326 | 11.625 |
Dividend Yield | 1.808 | 2.115 |
5 Years Earnings Growth | 11.762 | 10.947 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.120 | 21.951 |
Financial Services | 16.100 | 15.485 |
Industrials | 12.760 | 12.117 |
Consumer Cyclical | 11.990 | 10.648 |
Healthcare | 10.850 | 14.349 |
Communication Services | 5.920 | 7.297 |
Consumer Defensive | 4.980 | 8.449 |
Energy | 3.600 | 4.038 |
Basic Materials | 3.280 | 4.376 |
Real Estate | 3.170 | 2.805 |
Utilities | 1.250 | 2.587 |
Number of long holdings: 402
Number of short holdings: 29
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.96 | 192.25 | +0.54% | |
Microsoft | US5949181045 | 4.47 | 415.13 | +0.23% | |
Amazon.com | US0231351067 | 3.02 | 176.44 | -1.60% | |
NVIDIA | US67066G1040 | 3.01 | 1,096.33 | -0.82% | |
Alphabet A | US02079K3059 | 2.72 | 172.50 | +0.23% | |
Berkshire Hathaway B | US0846707026 | 1.65 | 414.40 | +1.42% | |
Meta Platforms | US30303M1027 | 1.51 | 466.83 | +0.05% | |
Visa A | US92826C8394 | 1.43 | 272.46 | +0.43% | |
Costco | US22160K1051 | 1.28 | 809.89 | -0.67% | |
Novo Nordisk B | DK0062498333 | 1.08 | 927.3 | +1.13% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU0255290578 | 1.79B | 2.12 | 4.34 | 2.52 | ||
LU1130035709 | 903.27M | 10.15 | 1.87 | - | ||
LUX IM - UBS Active Defender DLX | 450.63M | 0.50 | -2.48 | - | ||
LU1732782419 | 422.14M | 11.98 | 5.11 | - | ||
LUX IM Eurizon Contra Approach DXL | 299.75M | 0.54 | -1.65 | - |
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