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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.160 | 0.160 | 0.000 |
Stocks | 99.840 | 99.840 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.946 | 20.017 |
Price to Book | 3.983 | 3.712 |
Price to Sales | 2.743 | 2.465 |
Price to Cash Flow | 14.704 | 13.637 |
Dividend Yield | 1.482 | 1.594 |
5 Years Earnings Growth | 10.768 | 11.669 |
Name | Net % | Category Average |
---|---|---|
Technology | 33.580 | 28.266 |
Financial Services | 13.530 | 13.987 |
Healthcare | 11.960 | 13.431 |
Consumer Cyclical | 9.950 | 10.521 |
Communication Services | 9.160 | 8.652 |
Industrials | 6.950 | 8.872 |
Consumer Defensive | 5.710 | 5.887 |
Energy | 3.910 | 4.187 |
Utilities | 2.100 | 2.505 |
Basic Materials | 1.820 | 3.017 |
Real Estate | 1.330 | 2.381 |
Number of long holdings: 170
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 9.29 | 452.80 | +0.14% | |
Apple | US0378331005 | 7.78 | 213.32 | +0.03% | |
Alphabet A | US02079K3059 | 5.66 | 184.65 | +0.42% | |
Amazon.com | US0231351067 | 4.88 | 198.15 | +2.34% | |
NVIDIA | US67066G1040 | 4.37 | 124.64 | -1.39% | |
Berkshire Hathaway B | US0846707026 | 1.73 | 407.28 | -0.73% | |
Atmos Energy | US0495601058 | 1.70 | 116.34 | +0.20% | |
Tesla | US88160R1014 | 1.70 | 195.55 | -0.42% | |
UnitedHealth | US91324P1021 | 1.69 | 484.38 | +0.07% | |
Broadcom | US11135F1012 | 1.55 | 1,574.22 | -1.12% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Spangler IQAM Quality Equity US I T | 34.12M | 8.35 | 0.94 | 5.39 |
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