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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.92 | 73.12 | 70.20 |
Stocks | 42.67 | 42.68 | 0.01 |
Bonds | 52.15 | 63.61 | 11.46 |
Convertible | 0.15 | 0.15 | 0.00 |
Preferred | 0.05 | 0.05 | 0.00 |
Other | 2.05 | 2.05 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.23 | 14.78 |
Price to Book | 2.05 | 1.95 |
Price to Sales | 1.61 | 1.47 |
Price to Cash Flow | 9.64 | 8.71 |
Dividend Yield | 3.14 | 3.14 |
5 Years Earnings Growth | 11.16 | 10.29 |
Name | Net % | Category Average |
---|---|---|
Technology | 16.98 | 13.92 |
Financial Services | 16.68 | 16.88 |
Industrials | 11.80 | 12.63 |
Consumer Cyclical | 10.67 | 9.76 |
Healthcare | 8.90 | 9.99 |
Real Estate | 7.97 | 6.41 |
Communication Services | 5.92 | 5.75 |
Utilities | 5.82 | 4.09 |
Consumer Defensive | 5.80 | 8.62 |
Energy | 5.56 | 6.12 |
Basic Materials | 3.90 | 6.53 |
Number of long holdings: 40
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
abrdn Global Govt Bond Tracker X GBP Acc | GB00BK80KY50 | 12.66 | - | - | |
Standard Life Investments Global SICAV Absolute | LU0548158830 | 8.94 | 11.565 | +0.14% | |
abrdnII- Gbl Cp Bd S Acc HDG GBP | LU1684373407 | 6.34 | - | - | |
Standard Life Investments Global Index Linked Bond | GB00B00ZJP21 | 5.72 | 1.86 | 0% | |
abrdn American Equity I Acc | GB00B0XWN259 | 4.28 | - | - | |
Vanguard US Equity Index Institutional Plus GBP Ac | GB00BPN5P238 | 3.96 | 373.95 | +0.80% | |
abrdn Asia Pacific Equity K Acc | GB00BKC7YF17 | 3.40 | - | - | |
abrdnII- Gbl HY Bd D Acc HDG GBP | LU0455264704 | 3.37 | - | - | |
Standard Life Investments Global SICAV Emerging Ma | LU0940448631 | 2.99 | 12.282 | -0.01% | |
abrdn UK Sustble&RspnbInvmtEqIAcc | GB00B131GD17 | 2.94 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MyFolio Managed II Inst Acc | 1.1B | 1.25 | -0.77 | 3.02 | ||
MyFolio Market II Inst Acc | 1.04B | 1.62 | 0.51 | 4.03 | ||
MyFolio Market II Retail Platform 1 | 1.04B | 1.60 | 0.48 | 3.93 | ||
MyFolio Market IV Inst Acc | 989.63M | 4.37 | 3.93 | 6.78 | ||
MyFolio Market IV Retail Acc | 989.63M | 4.24 | 3.54 | 6.27 |
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