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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.040 | 5.290 | 0.250 |
Stocks | 94.590 | 94.590 | 0.000 |
Preferred | 0.050 | 0.050 | 0.000 |
Other | 0.320 | 0.320 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.160 | 17.782 |
Price to Book | 2.153 | 2.856 |
Price to Sales | 1.514 | 2.026 |
Price to Cash Flow | 9.337 | 11.657 |
Dividend Yield | 2.550 | 2.105 |
5 Years Earnings Growth | 10.743 | 10.947 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.230 | 22.061 |
Financial Services | 17.200 | 15.464 |
Healthcare | 15.190 | 14.310 |
Industrials | 9.830 | 12.104 |
Energy | 8.270 | 4.026 |
Communication Services | 7.430 | 7.260 |
Consumer Defensive | 6.600 | 8.416 |
Consumer Cyclical | 6.410 | 10.670 |
Basic Materials | 3.800 | 4.379 |
Utilities | 1.750 | 2.559 |
Real Estate | 1.290 | 2.805 |
Number of long holdings: 32
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard S&P 500 | US9229083632 | 15.28 | 486.69 | +0.15% | |
Imalivest Sanlam Collective Investments Worldwide | ZAE000213260 | 13.98 | 3.820 | -0.20% | |
iShares Core MSCI EAFE | US46432F8427 | 12.71 | 75.85 | +0.33% | |
iShares EURO STOXX 50 UCITS Dist | IE0008471009 | 5.91 | 4,425.5 | -0.48% | |
iShares Core FTSE 100 UCITS ETF GBP (Dist) | IE0005042456 | 5.79 | 827.40 | -0.29% | |
Vanguard Value | US9229087443 | 5.13 | 163.65 | +0.27% | |
Novo Nordisk ADR | US6701002056 | 4.84 | 131.89 | -0.86% | |
Invesco NASDAQ 100 | US46138G6492 | 3.48 | 185.91 | -0.04% | |
UBS Group | CH0244767585 | 3.11 | 27.54 | +0.44% | |
Adobe | US00724F1012 | 2.86 | 483.43 | +0.11% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Sanlam Investment Management InflB9 | 12.61B | -1.47 | 6.13 | 8.18 | ||
Sanlam Investment Management Bal B9 | 12.33B | 3.81 | 2.91 | 8.00 | ||
Sanlam Investment Management Inflat | 11.72B | 1.24 | 6.89 | 7.12 | ||
Sanlam Investment Inflation Plus B1 | 11.72B | 0.81 | 5.55 | 5.78 | ||
Sanlam Investment Management InflB4 | 11.72B | 1.40 | 7.38 | 7.61 |
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