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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 14.140 | 15.600 | 1.460 |
Stocks | 35.970 | 35.970 | 0.000 |
Bonds | 49.710 | 49.750 | 0.040 |
Convertible | 0.190 | 0.190 | 0.000 |
Preferred | 0.090 | 0.090 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.213 | 16.689 |
Price to Book | 2.549 | 2.555 |
Price to Sales | 1.742 | 1.867 |
Price to Cash Flow | 11.228 | 10.778 |
Dividend Yield | 1.747 | 2.449 |
5 Years Earnings Growth | 11.868 | 11.191 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.520 | 20.798 |
Consumer Cyclical | 16.020 | 10.716 |
Financial Services | 14.150 | 15.576 |
Healthcare | 11.800 | 12.603 |
Industrials | 10.230 | 11.784 |
Communication Services | 10.190 | 6.854 |
Consumer Defensive | 5.090 | 7.423 |
Real Estate | 3.330 | 3.898 |
Basic Materials | 3.140 | 5.104 |
Energy | 2.330 | 3.978 |
Utilities | 2.210 | 3.523 |
Number of long holdings: 10
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Lyxor Euro Government Green Bond DR Acc | LU2356220926 | 14.13 | 7.63 | -0.52% | |
iShares J.P. Morgan ESG $ EM Bond UCITS ETF EUR He | IE00BKP5L730 | 13.54 | 4.45 | -0.45% | |
iShares € Govt Bond Climate UCITS EUR (Acc) | IE00BLDGH553 | 12.99 | 4.36 | -0.23% | |
iShares Edge MSCI USA Minimum Volatility ESG UCITS | IE00BKVL7331 | 9.99 | 7.83 | -0.63% | |
iShares MSCI USA Small Cap UCITS | IE00B3VWM098 | 9.69 | 540.18 | +0.52% | |
BNP PARIBAS EASY - MSCI China Select SRI S-Series | LU2314312849 | 8.84 | 6.46 | -0.15% | |
Xtrackers MSCI USA ESG UCITS 2C EUR Hedged | IE0000MMQ5M5 | 7.53 | 9.20 | -0.54% | |
La Française Sub Debt C | FR0010674978 | 5.29 | - | - | |
BNPP Easy-EURO Corp Bond SRI Fossil Free UCITS | LU1859444769 | 3.56 | 10.31 | -0.29% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Gutmann Investor Konservativ T | 34.36M | 5.27 | -0.48 | 1.40 | ||
OBV Invest A | 54.78M | 6.87 | 1.70 | 2.83 | ||
Zurich Kosmos Invest A | 8.79M | 5.51 | 2.51 | 3.77 | ||
UNIQA Wachstum T | 2.13M | 6.80 | 2.22 | 4.08 |
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