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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 98.90 | 98.90 | 0.00 |
Other | 1.10 | 1.10 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.12 | 15.61 |
Price to Book | 2.27 | 2.50 |
Price to Sales | 1.42 | 1.72 |
Price to Cash Flow | 11.18 | 10.72 |
Dividend Yield | 1.95 | 2.50 |
5 Years Earnings Growth | 10.09 | 9.17 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.98 | 21.07 |
Healthcare | 18.15 | 15.11 |
Industrials | 13.16 | 11.91 |
Technology | 8.57 | 12.81 |
Consumer Defensive | 7.97 | 8.27 |
Energy | 7.33 | 7.61 |
Utilities | 7.15 | 5.37 |
Communication Services | 4.42 | 5.56 |
Basic Materials | 4.04 | 3.50 |
Real Estate | 3.75 | 3.51 |
Consumer Cyclical | 3.47 | 6.82 |
Number of long holdings: 76
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Goldman Sachs | US38141G1040 | 2.98 | 645.45 | +1.78% | |
Berkshire Hathaway B | US0846707026 | 2.97 | 473.73 | +1.33% | |
UnitedHealth | US91324P1021 | 2.59 | 539.81 | -1.03% | |
KKR & Co | US48251W1045 | 2.55 | 153.81 | +3.02% | |
Exxon Mobil | US30231G1022 | 2.42 | 109.88 | -0.07% | |
PPL | US69351T1060 | 2.36 | 33.92 | +0.92% | |
GE Aerospace | US3696043013 | 2.35 | 204.58 | +1.19% | |
TD Synnex | US87162W1009 | 2.31 | 142.80 | +1.99% | |
JPMorgan | US46625H1005 | 2.30 | 270.43 | +0.93% | |
Linde PLC | IE000S9YS762 | 2.23 | 424.400 | -2.48% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Federated Strategic Value Dividend | 5B | 14.36 | 6.80 | 7.05 | ||
Federated Kaufmann R | 3.64B | 16.41 | -2.32 | 8.96 | ||
Federated Kaufmann Small Cap Instl | 2.21B | 9.35 | -4.65 | - | ||
Federated Strategic Value DividendA | 1.6B | 14.19 | 6.52 | 6.79 | ||
Federated Kaufmann A | 1.13B | 16.25 | -2.32 | 8.96 |
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