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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.20 | 32.43 | 30.23 |
Stocks | 76.89 | 76.89 | 0.00 |
Bonds | 18.62 | 18.81 | 0.19 |
Convertible | 0.05 | 0.05 | 0.00 |
Preferred | 0.03 | 0.03 | 0.00 |
Other | 2.22 | 2.24 | 0.02 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.04 | 16.19 |
Price to Book | 2.09 | 2.30 |
Price to Sales | 1.67 | 1.70 |
Price to Cash Flow | 10.11 | 10.09 |
Dividend Yield | 2.92 | 2.66 |
5 Years Earnings Growth | 10.11 | 10.64 |
Name | Net % | Category Average |
---|---|---|
Technology | 17.55 | 17.31 |
Financial Services | 15.11 | 16.82 |
Industrials | 11.23 | 13.43 |
Healthcare | 9.47 | 11.22 |
Consumer Cyclical | 9.05 | 10.37 |
Real Estate | 7.58 | 4.44 |
Consumer Defensive | 7.27 | 7.39 |
Energy | 6.22 | 4.95 |
Communication Services | 6.21 | 6.67 |
Utilities | 5.58 | 3.16 |
Basic Materials | 4.75 | 5.72 |
Number of long holdings: 26
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Legal & General US Index Trust C Acc | GB00BG0QPL51 | 11.17 | 11.30 | -0.70% | |
Vanguard FTSE UK All Share Index Unit Trust Instit | GB00BPN5P907 | 10.45 | 175.66 | -0.81% | |
Legal & General UK Index Trust C Acc | GB00BG0QPJ30 | 10.41 | 4.23 | -0.61% | |
abrdn Asia Pacific ex-Japan TrkrX£Acc | GB00BKBD2F66 | 9.44 | - | - | |
abrdn American Equity Tracker X Acc | GB00BGMK1287 | 8.54 | - | - | |
iShares Continen Eurp Eq Idx (UK) L Acc | GB00B08HDG97 | 6.00 | - | - | |
Vanguard Em Mkts Stk Idx Ins Pl £ Acc | IE00BPT2BB99 | 5.51 | - | - | |
Vanguard US Equity Index Institutional Plus GBP Ac | GB00BPN5P238 | 5.08 | 377.39 | -0.30% | |
abrdn Global REIT Tracker X | GB00BK5HLH91 | 4.29 | - | - | |
L&G Global Infrastructure Index C Acc | GB00BF0TZL74 | 4.25 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MyFolio Managed II Inst Acc | 1.07B | 4.20 | -0.91 | 2.96 | ||
MyFolio Managed II Retail Platform | 1.07B | 3.71 | -0.57 | 2.94 | ||
MyFolio Market II Inst Acc | 1.03B | 5.45 | 0.77 | 4.06 | ||
MyFolio Market II Retail Platform 1 | 1.03B | 4.30 | 0.71 | 4.00 | ||
MyFolio Market IV Retail Acc | 1.01B | 8.12 | 3.47 | 6.23 |
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