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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.360 | 78.250 | 74.890 |
Stocks | 96.700 | 96.750 | 0.050 |
Preferred | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.068 | 15.051 |
Price to Book | 2.816 | 2.190 |
Price to Sales | 1.897 | 1.501 |
Price to Cash Flow | 11.992 | 9.194 |
Dividend Yield | 1.737 | 2.980 |
5 Years Earnings Growth | 10.779 | 10.094 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.560 | 15.404 |
Healthcare | 16.710 | 13.123 |
Financial Services | 13.840 | 16.744 |
Consumer Cyclical | 10.900 | 12.109 |
Industrials | 10.530 | 14.160 |
Communication Services | 6.350 | 5.935 |
Consumer Defensive | 5.050 | 8.341 |
Basic Materials | 2.820 | 5.780 |
Real Estate | 2.520 | 1.570 |
Energy | 1.560 | 4.459 |
Utilities | 1.150 | 3.993 |
Number of long holdings: 28
Number of short holdings: 9
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Invesco S&P 500 ESG | IE00BKS7L097 | 17.94 | 76.15 | +1.20% | |
iShares MSCI USA ESG Screened UCITS Acc | IE00BFNM3G45 | 13.86 | 10.51 | +1.35% | |
iShares MSCI World SRI UCITS ETF EUR (Acc) | IE00BYX2JD69 | 11.54 | 11.04 | +1.28% | |
SPDR STOXX Europe 600 ESG Screened UCITS ETF EUR A | IE00BK5H8015 | 10.34 | 32.65 | +0.93% | |
Lyxor Index Fund - Lyxor MSCI Disruptive Technolog | LU2023678282 | 9.48 | 13.58 | +0.30% | |
UBS ETF MSCI World Socially Responsible UCITS USD | LU0629459743 | 6.43 | 145.80 | +1.36% | |
Amundi Index Solutions - Amundi Index MSCI Japan S | LU2233156749 | 6.42 | 45.48 | +0.84% | |
BNP Paribas Easy MSCI USA SRI S-Series 5% Capped U | LU1291103338 | 5.93 | 20.57 | +1.58% | |
Franklin FTSE Korea UCITS | IE00BHZRR030 | 3.42 | 27.10 | +1.08% | |
iShares MSCI USA Small Cap UCITS | IE00B3VWM098 | 3.00 | 492.13 | +1.48% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Intervalor C | 30.84M | 0.80 | 8.26 | 5.25 |
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