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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.150 | 1.150 | 0.000 |
Stocks | 98.850 | 98.850 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 28.614 | 16.578 |
Price to Book | 8.585 | 2.728 |
Price to Sales | 4.642 | 2.089 |
Price to Cash Flow | 20.491 | 10.486 |
Dividend Yield | 0.472 | 2.721 |
5 Years Earnings Growth | 16.392 | 12.564 |
Name | Net % | Category Average |
---|---|---|
Technology | 49.300 | 19.698 |
Healthcare | 14.870 | 13.610 |
Consumer Cyclical | 12.730 | 12.922 |
Communication Services | 11.590 | 8.889 |
Financial Services | 7.170 | 18.628 |
Industrials | 3.390 | 13.622 |
Energy | 0.580 | 9.046 |
Consumer Defensive | 0.370 | 8.775 |
Number of long holdings: 55
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 9.76 | 228.64 | +1.56% | |
NVIDIA | US67066G1040 | 9.60 | 147.03 | +0.52% | |
Microsoft | US5949181045 | 9.54 | 427.55 | +0.55% | |
Amazon.com | US0231351067 | 7.67 | 212.40 | -0.80% | |
Alphabet A | US02079K3059 | 4.76 | 175.39 | -1.95% | |
Meta Platforms | US30303M1027 | 4.76 | 574.50 | -0.95% | |
Mastercard | US57636Q1040 | 3.52 | 520.50 | -0.26% | |
Fiserv | US3377381088 | 2.97 | 211.33 | -0.87% | |
Intuit | US4612021034 | 2.92 | 705.00 | -0.18% | |
UnitedHealth | US91324P1021 | 2.91 | 590.57 | -2.53% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU1582221328 | 4.75B | 4.67 | -1.94 | - | ||
LU1862449409 | 4.75B | 5.36 | -1.23 | - | ||
TRUS Smaller Companies Equity Funde | 4.75B | 8.33 | 2.80 | 11.75 | ||
TRowe Price USSmallCoEqIh EUR | 4.75B | 5.38 | -1.19 | 8.88 | ||
LU1438969351 | 4.14B | 16.96 | 1.78 | - |
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