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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 100.00 | 100.00 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.74 | 15.20 |
Price to Book | 2.81 | 2.39 |
Price to Sales | 2.38 | 1.62 |
Price to Cash Flow | 10.04 | 10.10 |
Dividend Yield | 4.02 | 2.63 |
5 Years Earnings Growth | 6.28 | 9.55 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 16.67 | 20.59 |
Consumer Defensive | 15.71 | 8.54 |
Technology | 15.70 | 12.39 |
Healthcare | 15.36 | 15.15 |
Utilities | 15.04 | 5.12 |
Energy | 9.53 | 8.57 |
Communication Services | 3.47 | 5.44 |
Industrials | 3.26 | 11.93 |
Consumer Cyclical | 3.00 | 6.40 |
Basic Materials | 2.25 | 3.91 |
Number of long holdings: 50
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom Inc | - | 7.23 | - | - | |
AbbVie Inc | - | 7.22 | - | - | |
NextEra Energy Inc | - | 4.67 | - | - | |
American Electric Power Co Inc | - | 3.95 | - | - | |
Morgan Stanley | - | 3.65 | - | - | |
Qualcomm Inc | - | 3.48 | - | - | |
BlackRock Inc | - | 3.23 | - | - | |
JPMorgan Chase & Co | - | 3.10 | - | - | |
Prudential Financial Inc | - | 2.94 | - | - | |
Merck & Co Inc | - | 2.87 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Williston Basin/Mid-North America S | 76.99M | 11.38 | 15.01 | -1.60 | ||
Viking Tax-Free for Montana A | 50.84M | -2.13 | -2.16 | 1.20 |
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