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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.880 | 0.880 | 0.000 |
Stocks | 99.120 | 99.120 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.282 | 22.172 |
Price to Book | 2.638 | 3.309 |
Price to Sales | 1.425 | 1.894 |
Price to Cash Flow | 10.466 | 13.450 |
Dividend Yield | 1.282 | 1.196 |
5 Years Earnings Growth | 16.424 | 12.935 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 20.200 | 14.596 |
Industrials | 17.440 | 12.096 |
Consumer Cyclical | 17.210 | 12.309 |
Technology | 13.150 | 25.153 |
Communication Services | 11.170 | 8.667 |
Consumer Defensive | 7.820 | 5.953 |
Healthcare | 6.990 | 15.856 |
Basic Materials | 2.860 | 3.090 |
Energy | 2.200 | 4.162 |
Utilities | 0.960 | 1.606 |
Number of long holdings: 48
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Berkshire Hathaway B | US0846707026 | 5.56 | 406.80 | -0.28% | |
Alphabet C | US02079K1079 | 5.54 | 183.42 | -1.84% | |
Apple | US0378331005 | 4.34 | 210.61 | -1.63% | |
Microsoft | US5949181045 | 4.34 | 446.95 | -1.30% | |
Graphic Packaging | US3886891015 | 4.06 | 26.21 | -0.19% | |
T-Mobile US | US8725901040 | 3.33 | 176.16 | -0.71% | |
CSX | US1264081035 | 3.31 | 33.45 | +1.27% | |
Brookfield | CA11271J1075 | 3.20 | 41.54 | -0.05% | |
JPMorgan | US46625H1005 | 3.18 | 202.26 | +1.55% | |
Aramark Holdings | US03852U1060 | 3.12 | 34.02 | +1.04% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
IE00B66ZT477 | 604.1M | -2.63 | 2.06 | 8.37 | ||
US Multi Cap Opportunities Fund UI3 | 342.91M | 1.55 | 8.68 | 10.38 | ||
US Multi Cap Opportunities Fund USD | 342.91M | 1.55 | 8.68 | 10.39 | ||
US Multi Cap Opportunities Fund USI | 342.91M | 1.53 | 8.31 | 9.99 | ||
IE00BY7S3S36 | 333.49M | -2.87 | 1.34 | - |
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