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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.650 | 4.660 | 4.010 |
Stocks | 86.100 | 86.100 | 0.000 |
Bonds | 13.110 | 13.780 | 0.670 |
Convertible | 0.050 | 0.050 | 0.000 |
Other | 0.080 | 0.090 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.167 | 16.491 |
Price to Book | 2.282 | 2.431 |
Price to Sales | 1.874 | 1.856 |
Price to Cash Flow | 11.707 | 11.153 |
Dividend Yield | 2.323 | 2.295 |
5 Years Earnings Growth | 11.555 | 11.198 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.140 | 19.355 |
Financial Services | 17.550 | 17.570 |
Industrials | 15.150 | 19.714 |
Healthcare | 11.800 | 11.423 |
Consumer Cyclical | 10.330 | 9.013 |
Communication Services | 7.570 | 6.429 |
Real Estate | 6.100 | 4.653 |
Consumer Defensive | 5.820 | 5.526 |
Basic Materials | 5.080 | 4.292 |
Utilities | 1.460 | 3.148 |
Energy | 0.010 | 1.308 |
Number of long holdings: 19
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Swedbank Robur Access USA | SE0007074083 | 12.69 | 675.850 | +0.60% | |
SPP Aktiefond USA | SE0000594111 | 12.26 | 567.668 | +0.65% | |
Amundi IS MSCI USA SRI PAB I13 C | LU2059754973 | 12.10 | - | - | |
Swedbank Robur Access Japan | SE0007074091 | 7.71 | 208.190 | -0.01% | |
Amundi IS MSCI EMs SRI PAB I13 C | LU2059754627 | 6.84 | - | - | |
Öhman Etisk Emerging Markets A | SE0004578615 | 6.82 | 247.140 | +0.24% | |
Captor Aster Global Credit Short-Term A | SE0017832314 | 5.19 | - | - | |
Öhman Etisk Index Pacific | SE0000577983 | 5.10 | 378.460 | +0.01% | |
Captor Aster Global Credit A | SE0015243878 | 5.06 | - | - | |
FE Småbolag Sverige A | SE0014958187 | 4.86 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Avanza Zero | 50.43B | 9.10 | 8.09 | 9.92 | ||
SE0011527613 | 28.62B | 14.15 | 15.19 | - | ||
Avanza 75 | 17.06B | 8.47 | 6.94 | 9.25 | ||
SE0009779705 | 6B | 10.79 | 8.55 | - | ||
SE0012741163 | 2.68B | 8.05 | 14.98 | - |
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