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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.17 | 5.61 | 3.44 |
Stocks | 60.05 | 60.05 | 0.00 |
Bonds | 37.77 | 37.77 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.98 | 14.94 |
Price to Book | 3.08 | 2.08 |
Price to Sales | 2.90 | 1.54 |
Price to Cash Flow | 17.98 | 9.16 |
Dividend Yield | 1.65 | 3.10 |
5 Years Earnings Growth | 10.38 | 10.52 |
Name | Net % | Category Average |
---|---|---|
Industrials | 27.49 | 12.42 |
Technology | 19.64 | 16.32 |
Financial Services | 16.82 | 16.95 |
Healthcare | 16.10 | 10.89 |
Consumer Cyclical | 7.48 | 10.30 |
Basic Materials | 6.13 | 5.79 |
Utilities | 2.64 | 3.42 |
Consumer Defensive | 2.52 | 7.97 |
Communication Services | 1.19 | 6.45 |
Number of long holdings: 358
Number of short holdings: 44
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schneider Electric | FR0000121972 | 2.21 | 229.75 | +1.48% | |
Visa A | US92826C8394 | 2.16 | 278.71 | +0.55% | |
Thermo Fisher Scientific | US8835561023 | 2.10 | 578.40 | +0.83% | |
London Stock Exchange | GB00B0SWJX34 | 2.08 | 9,162.0 | -0.20% | |
Microsoft | US5949181045 | 2.07 | 412.32 | +0.43% | |
Compass | GB00BD6K4575 | 2.01 | 2,282.00 | -0.09% | |
AstraZeneca | GB0009895292 | 1.94 | 12,332.0 | +0.55% | |
Experian | GB00B19NLV48 | 1.90 | 3,398.0 | -0.09% | |
Ferguson | JE00BJVNSS43 | 1.88 | 17,680.0 | +0.97% | |
Standard Chartered | GB0004082847 | 1.88 | 754.80 | +0.45% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Diversified Trust Class C Inc | 3.59B | 4.31 | 4.17 | 7.96 | ||
Diversified Trust Class C Acc | 3.59B | 4.32 | 4.16 | 7.99 | ||
Leaders Trust Class C Acc | 3.34B | 5.21 | 8.08 | 9.28 | ||
Leaders Trust Class C Inc | 3.34B | 5.25 | 8.09 | 9.30 | ||
Leaders Trust Class A Inc | 3.34B | 1.27 | 7.45 | 7.67 |
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