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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 | 15.32 |
Price to Book | 3.08 | 2.23 |
Price to Sales | 2.90 | 1.58 |
Price to Cash Flow | 17.98 | 9.72 |
Dividend Yield | 1.65 | 2.89 |
5 Years Earnings Growth | 10.38 | 10.57 |
Name | Net % | Category Average |
---|---|---|
Industrials | 27.49 | 11.94 |
Technology | 19.64 | 16.48 |
Financial Services | 16.82 | 17.07 |
Healthcare | 16.10 | 10.59 |
Consumer Cyclical | 7.48 | 10.44 |
Basic Materials | 6.13 | 5.61 |
Utilities | 2.64 | 3.67 |
Consumer Defensive | 2.52 | 7.84 |
Communication Services | 1.19 | 6.29 |
Number of long holdings: 358
Number of short holdings: 44
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schneider Electric | FR0000121972 | 2.21 | 245.35 | +1.72% | |
Visa A | US92826C8394 | 2.16 | 308.30 | -0.38% | |
Thermo Fisher Scientific | US8835561023 | 2.10 | 532.88 | -1.66% | |
London Stock Exchange | GB00B0SWJX34 | 2.08 | 10,640.0 | -0.19% | |
Microsoft | US5949181045 | 2.07 | 426.89 | +0.40% | |
Compass | GB00BD6K4575 | 2.01 | 2,625.00 | +0.23% | |
AstraZeneca | GB0009895292 | 1.94 | 10,292.0 | +1.46% | |
Experian | GB00B19NLV48 | 1.90 | 3,657.0 | -2.87% | |
Ferguson PLC | JE00BJVNSS43 | 1.88 | - | - | |
Standard Chartered | GB0004082847 | 1.88 | 938.60 | -0.68% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Diversified Trust Class C Acc | 3.6B | 5.85 | 1.60 | 7.69 | ||
Diversified Trust Class C Inc | 3.6B | 5.85 | 1.60 | 7.74 | ||
Leaders Trust Class A Inc | 2.96B | 1.27 | 7.45 | 7.67 | ||
Leaders Trust Class C Acc | 2.96B | 9.73 | 4.73 | 9.59 | ||
Leaders Trust Class C Inc | 2.96B | 9.78 | 4.74 | 9.64 |
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