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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.12 | 1.16 | 0.04 |
Stocks | 98.88 | 98.88 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.09 | 11.99 |
Price to Book | 1.69 | 1.44 |
Price to Sales | 2.32 | 2.24 |
Price to Cash Flow | 12.22 | 56.23 |
Dividend Yield | 2.16 | 2.84 |
5 Years Earnings Growth | 9.28 | 11.10 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 84.33 | 93.97 |
Technology | 9.11 | 7.28 |
Industrials | 4.70 | 3.74 |
Real Estate | 1.86 | 2.54 |
Number of long holdings: 43
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 7.39 | 202.26 | +1.55% | |
Chubb | CH0044328745 | 7.07 | 255.05 | -2.66% | |
Visa A | US92826C8394 | 4.63 | 262.47 | -1.55% | |
Fiserv | US3377381088 | 4.25 | 149.04 | -0.03% | |
Ameriprise Financial | US03076C1062 | 4.15 | 427.19 | -0.73% | |
U.S. Bancorp | US9029733048 | 3.88 | 39.70 | +0.05% | |
ICE | US45866F1049 | 3.85 | 136.89 | -0.42% | |
Bank of America | US0605051046 | 3.82 | 39.78 | +1.35% | |
The Charles Schwab | US8085131055 | 3.57 | 73.69 | +0.18% | |
Brown&Brown | US1152361010 | 3.28 | 89.41 | -0.83% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
1919 Socially Responsive Balanced A | 264.25M | 7.96 | 4.80 | 8.54 | ||
1919 Financial Services Fund Classi | 33.72M | 1.27 | 0.95 | 8.23 | ||
1919 Financial Services Fund Classc | 17.06M | 4.29 | -2.71 | 7.59 |
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