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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 99.600 | 100.850 | 1.250 |
Bonds | 0.010 | 0.010 | 0.000 |
Other | 1.930 | 1.930 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.477 | 16.344 |
Price to Book | 2.545 | 2.582 |
Price to Sales | 1.591 | 1.732 |
Price to Cash Flow | 10.684 | 9.938 |
Dividend Yield | 2.091 | 2.434 |
5 Years Earnings Growth | 11.196 | 10.768 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.210 | 18.530 |
Financial Services | 14.600 | 16.310 |
Industrials | 11.830 | 11.567 |
Healthcare | 11.680 | 12.453 |
Consumer Cyclical | 11.470 | 12.033 |
Communication Services | 7.550 | 7.086 |
Consumer Defensive | 6.190 | 10.116 |
Energy | 4.520 | 5.995 |
Basic Materials | 3.490 | 5.889 |
Utilities | 2.400 | 2.379 |
Real Estate | 2.060 | 2.290 |
Number of long holdings: 1,550
Number of short holdings: 43
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.22 | 395.12 | +1.49% | |
Apple | US0378331005 | 3.38 | 169.30 | -0.60% | |
Amazon.com | US0231351067 | 2.26 | 178.86 | +2.21% | |
E-mini S&P 500 Future Mar 24 | - | 2.25 | - | - | |
NVIDIA | US67066G1040 | 2.17 | 830.03 | -3.93% | |
Henderson Global Equity Multi St Aud | - | 1.87 | - | - | |
CFD on Apple Inc | - | 1.54 | - | - | |
Meta Platforms | US30303M1027 | 1.39 | 439.10 | +2.08% | |
Alphabet A | US02079K3059 | 1.34 | 163.79 | +0.62% | |
Alphabet C | US02079K1079 | 1.24 | 165.56 | +0.56% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AMP Capital Future Directions Balan | 8.24B | -7.90 | 4.24 | 8.00 | ||
Ipac Select Index Balanced | 5.06B | 5.81 | 6.46 | 7.48 | ||
North Index Balanced | 5.06B | 5.81 | 6.46 | 7.48 | ||
Ipac Select Index Growth | 2.99B | 7.13 | 8.13 | 8.67 | ||
North Index Growth | 2.99B | 7.13 | 8.13 | 8.67 |
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