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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.22 | 48.21 | 46.99 |
Stocks | 60.10 | 60.10 | 0.00 |
Bonds | 34.92 | 35.08 | 0.16 |
Convertible | 0.09 | 0.09 | 0.00 |
Preferred | 0.02 | 0.02 | 0.00 |
Other | 3.65 | 3.67 | 0.02 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.29 | 14.96 |
Price to Book | 2.00 | 2.09 |
Price to Sales | 1.58 | 1.55 |
Price to Cash Flow | 9.73 | 9.23 |
Dividend Yield | 3.05 | 3.11 |
5 Years Earnings Growth | 10.10 | 10.50 |
Name | Net % | Category Average |
---|---|---|
Technology | 16.05 | 16.38 |
Financial Services | 15.22 | 16.86 |
Industrials | 11.38 | 12.39 |
Healthcare | 9.73 | 10.87 |
Consumer Cyclical | 9.60 | 10.23 |
Consumer Defensive | 7.55 | 7.91 |
Real Estate | 7.31 | 6.72 |
Energy | 6.61 | 4.90 |
Communication Services | 6.02 | 6.40 |
Utilities | 5.57 | 3.47 |
Basic Materials | 4.96 | 5.81 |
Number of long holdings: 25
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Legal & General US Index Trust C Acc | GB00BG0QPL51 | 8.76 | 11.09 | -0.45% | |
Legal & General UK Index Trust C Acc | GB00BG0QPJ30 | 8.38 | 4.21 | +0.69% | |
Vanguard FTSE UK All Share Index Unit Trust Instit | GB00BPN5P907 | 8.27 | 174.92 | +0.03% | |
abrdn Global Govt Bond Tracker X GBP Acc | GB00BK80KY50 | 8.15 | - | - | |
abrdn Asia Pacific ex-Japan TrkrX£Acc | GB00BKBD2F66 | 7.15 | - | - | |
abrdn American Equity Tracker X Acc | GB00BGMK1287 | 6.89 | - | - | |
abrdn Sterling Corp Bond Tracker X Acc | GB00BJ84JS76 | 6.58 | - | - | |
Vanguard Glb Corp Bd Idx Ins Pl £ H Acc | IE00BDFB5D65 | 5.46 | - | - | |
iShares Continen Eurp Eq Idx (UK) L Acc | GB00B08HDG97 | 5.01 | - | - | |
abrdn EM Local Ccy Bond Tracker X Acc | GB00BG08N068 | 4.55 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MyFolio Market III Inst Acc | 2.21B | 2.91 | 2.33 | 5.38 | ||
MyFolio Market III Retail Platform | 2.21B | 2.86 | 2.27 | 5.28 | ||
International Trust | 1.7B | 6.27 | 12.61 | 12.60 | ||
Standard Life Small Inst S Acc | 978.08M | 2.17 | 2.13 | - | ||
MyFolio Market V Inst Acc | 608.49M | 6.05 | 5.81 | 8.44 |
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