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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 8.03 | 11.99 | 3.96 |
Stocks | 91.97 | 115.96 | 23.99 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.22 | 30.89 |
Price to Book | 2.75 | 6.55 |
Price to Sales | 2.46 | 4.56 |
Price to Cash Flow | 12.67 | 19.21 |
Dividend Yield | 1.24 | 0.64 |
5 Years Earnings Growth | 12.19 | 14.86 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 32.61 | 10.49 |
Technology | 28.85 | 36.05 |
Healthcare | 8.48 | 14.98 |
Communication Services | 7.85 | 11.37 |
Energy | 6.90 | 2.15 |
Industrials | 5.02 | 8.00 |
Consumer Defensive | 4.04 | 4.55 |
Basic Materials | 3.89 | 2.07 |
Consumer Cyclical | 2.36 | 13.77 |
Number of long holdings: 51
Number of short holdings: 36
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alphabet Inc A | - | 7.03 | - | - | |
Berkshire Hathaway Inc B | - | 6.52 | - | - | |
Apple Inc | - | 5.63 | - | - | |
Microsoft Corp | - | 5.62 | - | - | |
Visa Inc Class A | - | 5.36 | - | - | |
JPMorgan Chase & Co | - | 4.80 | - | - | |
UnitedHealth Group Inc | - | 4.48 | - | - | |
Bank of America Corporation | - | 4.26 | - | - | |
PNC Financial Services Group Inc | - | 4.02 | - | - | |
Goldman Sachs Group Inc | - | 3.86 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Alpha Fund Z Accumulation USD | 146.79M | 7.76 | 7.40 | 12.24 |
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