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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 7.480 | 13.620 | 6.140 |
Stocks | 92.080 | 92.080 | 0.000 |
Bonds | 0.440 | 0.440 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.732 | 17.507 |
Price to Book | 2.422 | 2.767 |
Price to Sales | 2.019 | 2.024 |
Price to Cash Flow | 11.434 | 10.676 |
Dividend Yield | 1.980 | 2.525 |
5 Years Earnings Growth | 11.774 | 11.855 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.800 | 21.551 |
Healthcare | 16.250 | 14.839 |
Consumer Defensive | 12.090 | 9.690 |
Communication Services | 11.790 | 8.027 |
Financial Services | 10.460 | 16.961 |
Consumer Cyclical | 5.860 | 12.565 |
Basic Materials | 5.770 | 9.555 |
Industrials | 5.670 | 14.325 |
Real Estate | 4.780 | 4.772 |
Energy | 4.430 | 6.717 |
Utilities | 0.090 | 6.064 |
Number of long holdings: 75
Number of short holdings: 10
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.70 | 406.03 | +2.06% | |
Shell ADR | US7802593050 | 3.87 | 72.34 | +0.32% | |
Samsung Electronics DRC | US7960508882 | 3.31 | 1,450.00 | +1.26% | |
Alphabet A | US02079K3059 | 3.31 | 166.82 | +0.12% | |
Oracle | US68389X1054 | 3.04 | 115.84 | +0.77% | |
iShares Russell 2000 | US4642876555 | 2.98 | 201.66 | +0.87% | |
Beiersdorf AG | DE0005200000 | 2.98 | 143.150 | +0.70% | |
Lonza Group | CH0013841017 | 2.94 | 519.60 | +1.09% | |
Amazon.com | US0231351067 | 2.90 | 186.17 | +0.78% | |
JPMorgan | US46625H1005 | 2.72 | 190.23 | -0.75% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Altshuler Shaham Dev Mkts Protctd F | 784.33M | 8.96 | 1.55 | 6.10 | ||
Altshuler Shaham Equity Storm | 662.65M | 6.17 | 4.45 | 7.96 | ||
Altshuler Shaham S&P500 Managed | 388.08M | 12.43 | 9.08 | 10.21 | ||
Altshuler Shaham TA MidCap Stock | 276.06M | 11.71 | 3.98 | 9.61 | ||
AS SmartBeta Multi Factor TA125 | 197.51M | 10.98 | 9.86 | - |
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