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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 8.340 | 8.590 | 0.250 |
Stocks | 87.750 | 87.750 | 0.000 |
Bonds | 1.760 | 1.760 | 0.000 |
Other | 2.150 | 2.150 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.665 | 17.752 |
Price to Book | 3.515 | 2.850 |
Price to Sales | 1.631 | 2.017 |
Price to Cash Flow | 12.819 | 11.625 |
Dividend Yield | 1.951 | 2.102 |
5 Years Earnings Growth | 10.281 | 10.934 |
Name | Net % | Category Average |
---|---|---|
Technology | 35.860 | 22.040 |
Industrials | 16.190 | 12.082 |
Consumer Cyclical | 12.500 | 10.686 |
Communication Services | 10.760 | 7.248 |
Healthcare | 8.470 | 14.345 |
Consumer Defensive | 8.110 | 8.440 |
Financial Services | 6.800 | 15.459 |
Energy | 0.580 | 4.030 |
Basic Materials | 0.270 | 4.364 |
Utilities | 0.230 | 2.558 |
Real Estate | 0.220 | 2.817 |
Number of long holdings: 37
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SPDR Dow Jones Industrial Average | US78467X1090 | 7.97 | 395.14 | +0.29% | |
SPDR S&P 500 | US78462F1030 | 7.78 | 520.86 | +0.13% | |
HP Inc | US40434L1052 | 4.44 | 29.73 | +0.25% | |
Meta Platforms | US30303M1027 | 4.19 | 476.20 | +0.16% | |
Home Depot | US4370761029 | 4.19 | 346.44 | -0.29% | |
Caterpillar | US1491231015 | 4.07 | 354.88 | +0.88% | |
Coca-Cola | US1912161007 | 3.90 | 63.26 | +0.60% | |
Cigna | US1255231003 | 3.40 | 348.40 | -0.73% | |
Lockheed Martin | US5398301094 | 3.40 | 468.95 | +0.12% | |
IBM | US4592001014 | 3.37 | 167.12 | +0.51% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Alumot Kabin 20 80 | 277.29M | 3.54 | 2.31 | - | ||
Forte Equity | 197.52M | 7.28 | 2.17 | - | ||
Alumot 30 70 | 83.37M | 4.50 | 3.08 | 3.61 | ||
Axioma Bonds + 30 | 83.13M | 3.61 | 3.44 | 2.57 | ||
Kabin Global Equity | 74.13M | 4.30 | 1.04 | - |
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