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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 100.040 | 100.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.787 | 22.416 |
Price to Book | 4.402 | 3.437 |
Price to Sales | 2.235 | 1.926 |
Price to Cash Flow | 12.896 | 13.577 |
Dividend Yield | 1.582 | 1.188 |
5 Years Earnings Growth | 10.251 | 12.801 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.820 | 24.951 |
Healthcare | 16.440 | 15.841 |
Communication Services | 14.570 | 8.671 |
Industrials | 11.100 | 11.960 |
Consumer Cyclical | 10.920 | 12.590 |
Consumer Defensive | 10.410 | 6.081 |
Financial Services | 9.660 | 14.617 |
Real Estate | 3.000 | 3.484 |
Basic Materials | 0.740 | 3.014 |
Energy | 0.350 | 4.193 |
Number of long holdings: 119
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.15 | 192.25 | +0.54% | |
Microsoft | US5949181045 | 4.67 | 415.13 | +0.23% | |
Alphabet A | US02079K3059 | 2.92 | 172.50 | +0.23% | |
Amazon.com | US0231351067 | 2.73 | 176.44 | -1.60% | |
Berkshire Hathaway B | US0846707026 | 2.41 | 414.40 | +1.42% | |
Walmart | US9311421039 | 2.28 | 65.76 | +1.34% | |
Verizon | US92343V1044 | 2.08 | 41.15 | +2.03% | |
Robert Half | US7703231032 | 2.06 | 64.23 | +0.28% | |
Gen Digital | US6687711084 | 2.05 | 24.83 | +0.98% | |
AutoZone | US0533321024 | 1.80 | 2,769.94 | -0.09% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Uni Glbl Eq EM RA USD | 38.9M | 2.87 | -1.60 | 0.75 | ||
Uni Glbl Eq EM SA USD | 38.9M | 1.92 | -2.95 | -0.01 | ||
Uni Global Equities World RA USD | 29.62M | 2.64 | 2.65 | 5.02 | ||
Uni Global Equities World SA USD | 29.62M | 1.50 | -0.30 | 4.18 | ||
Uni Global Equities US RA USD | 18.37M | -5.23 | 7.18 | 9.10 |
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