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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 82.410 | 85.900 | 3.490 |
Bonds | 22.850 | 25.250 | 2.400 |
Convertible | 0.600 | 0.600 | 0.000 |
Preferred | 0.050 | 0.050 | 0.000 |
Other | 0.610 | 0.630 | 0.020 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.325 | 16.697 |
Price to Book | 3.079 | 2.510 |
Price to Sales | 2.125 | 1.793 |
Price to Cash Flow | 12.606 | 10.617 |
Dividend Yield | 1.930 | 2.418 |
5 Years Earnings Growth | 12.037 | 11.151 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.510 | 20.930 |
Industrials | 13.420 | 11.993 |
Consumer Cyclical | 13.200 | 10.856 |
Financial Services | 11.010 | 14.793 |
Healthcare | 10.400 | 12.870 |
Communication Services | 8.030 | 7.161 |
Consumer Defensive | 5.660 | 7.383 |
Basic Materials | 5.190 | 5.740 |
Energy | 2.280 | 3.725 |
Utilities | 1.910 | 3.027 |
Real Estate | 1.390 | 3.357 |
Number of long holdings: 93
Number of short holdings: 14
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
E-mini S&P 500 Future Dec 24 | - | 9.83 | - | - | |
CM-AM Convictions USA IC | FR00140077F8 | 7.28 | - | - | |
Eleva UCITS Fund Eleva European Selection Fund C | LU1111643042 | 5.36 | 2,195.290 | +0.47% | |
Euro Bund Future Dec 24 | - | 5.16 | - | - | |
Amundi Fds US Eq Fundm Gr I2 USD C | LU1883855675 | 4.91 | - | - | |
CM-AM Convictions Euro S | FR0013384971 | 4.61 | - | - | |
Amundi S&P 500 ESG UCITS Acc EUR | IE000KXCEXR3 | 4.52 | 165.29 | +1.28% | |
JPMorgan Funds America Equity Fund C (acc) USD | LU0129459060 | 4.17 | 81.930 | +0.71% | |
GemEquity I | FR0011274984 | 3.36 | 196.960 | -0.32% | |
BDL Convictions I | FR0013289535 | 3.29 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CM CIC Europe Growth C | 2.06B | -1.72 | -4.52 | 6.13 | ||
Flexigestion Patrimoine | 774.68M | 6.18 | -0.69 | 1.78 | ||
CM CIC Equilibre International C | 666.65M | 7.92 | -0.61 | 3.58 | ||
CM CIC Equilibre International D | 666.65M | 7.92 | -0.61 | 3.58 | ||
Avenir Alizes C | 367.72M | 4.62 | 1.09 | 2.05 |
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