Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.000 | 2.100 | 0.100 |
Stocks | 83.480 | 83.480 | 0.000 |
Bonds | 11.680 | 11.680 | 0.000 |
Convertible | 0.120 | 0.120 | 0.000 |
Other | 2.710 | 2.710 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.372 | 12.608 |
Price to Book | 2.101 | 1.738 |
Price to Sales | 1.823 | 1.478 |
Price to Cash Flow | 8.753 | 7.948 |
Dividend Yield | 3.979 | 4.079 |
5 Years Earnings Growth | 16.944 | 10.935 |
Name | Net % | Category Average |
---|---|---|
Real Estate | 22.070 | 8.997 |
Consumer Defensive | 21.130 | 10.189 |
Healthcare | 17.800 | 7.359 |
Financial Services | 12.260 | 19.589 |
Communication Services | 7.360 | 12.677 |
Energy | 6.070 | 4.048 |
Technology | 4.810 | 10.679 |
Consumer Cyclical | 3.000 | 11.520 |
Industrials | 2.960 | 7.098 |
Utilities | 2.530 | 1.250 |
Number of long holdings: 51
Number of short holdings: 10
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Global Corporate Bond UCITS | IE00B7J7TB45 | 4.97 | 67.91 | +0.09% | |
iShares Global High Yield Corporate Bond UCITS | IE00B74DQ490 | 4.96 | 85.38 | +0.62% | |
GSK plc | GB00BN7SWP63 | 2.82 | 1,598.00 | -9.54% | |
AbbVie Inc | - | 2.77 | - | - | |
Walmart Inc | - | 2.76 | - | - | |
iShares Digital Entertainment and Education UCITS | IE00023EZQ82 | 2.75 | 7.72 | 0.00% | |
Lyxor MSCI USA ESG CliTran CTB ETF Acc | LU2055175025 | 2.71 | - | - | |
Wells Fargo & Co | - | 2.71 | - | - | |
Allianz | DE0008404005 | 2.66 | 270.80 | +0.93% | |
Microsoft Corp | - | 2.66 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Bridge Managed Growth Fund C | 979.05M | -1.44 | 13.58 | 5.51 | ||
Bridge Managed Growth Fund A | 979.05M | -2.36 | 10.34 | 4.16 | ||
Bridge Stable Growth Fund C | 372.82M | -0.68 | 12.97 | 5.96 | ||
Bridge Equity Income Growth Fund A | 393.92M | 2.51 | 12.61 | 5.53 | ||
Bridge Stable Growth Fund A | 372.82M | -1.91 | 9.91 | 4.82 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review