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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.880 | 0.880 | 0.000 |
Stocks | 99.120 | 99.120 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.282 | 22.284 |
Price to Book | 2.638 | 3.426 |
Price to Sales | 1.425 | 1.919 |
Price to Cash Flow | 10.466 | 13.492 |
Dividend Yield | 1.282 | 1.191 |
5 Years Earnings Growth | 16.424 | 12.792 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 20.200 | 14.561 |
Industrials | 17.440 | 11.983 |
Consumer Cyclical | 17.210 | 12.639 |
Technology | 13.150 | 24.958 |
Communication Services | 11.170 | 8.702 |
Consumer Defensive | 7.820 | 6.016 |
Healthcare | 6.990 | 15.819 |
Basic Materials | 2.860 | 3.065 |
Energy | 2.200 | 4.152 |
Utilities | 0.960 | 1.592 |
Number of long holdings: 48
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Berkshire Hathaway B | US0846707026 | 5.56 | 408.77 | +0.07% | |
Alphabet C | US02079K1079 | 5.54 | 179.56 | +0.77% | |
Apple | US0378331005 | 4.34 | 213.07 | +2.86% | |
Microsoft | US5949181045 | 4.34 | 441.06 | +1.94% | |
Graphic Packaging | US3886891015 | 4.06 | 28.10 | +0.90% | |
T-Mobile US | US8725901040 | 3.33 | 173.79 | -2.58% | |
CSX | US1264081035 | 3.31 | 32.76 | +0.28% | |
Brookfield | CA11271J1075 | 3.20 | 41.91 | +1.92% | |
JPMorgan | US46625H1005 | 3.18 | 191.53 | -1.46% | |
Aramark Holdings | US03852U1060 | 3.12 | 33.86 | +2.92% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
IE00B66ZT477 | 598.64M | -2.63 | 2.06 | 8.37 | ||
US Multi Cap Opportunities Fund UI3 | 344.01M | 1.55 | 8.68 | 10.38 | ||
US Multi Cap Opportunities Fund USD | 344.01M | 1.55 | 8.68 | 10.39 | ||
US Multi Cap Opportunities Fund USI | 344.01M | 1.53 | 8.31 | 9.99 | ||
IE00BY7S3S36 | 332.91M | -2.87 | 1.34 | - |
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