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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.540 | 3.720 | 0.180 |
Stocks | 96.740 | 96.740 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.692 | 23.348 |
Price to Book | 3.695 | 4.506 |
Price to Sales | 2.239 | 3.002 |
Price to Cash Flow | 13.593 | 15.932 |
Dividend Yield | 1.315 | 1.187 |
5 Years Earnings Growth | 10.862 | 12.211 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.300 | 33.351 |
Healthcare | 16.040 | 13.430 |
Financial Services | 13.610 | 11.324 |
Consumer Cyclical | 12.270 | 11.641 |
Communication Services | 9.390 | 9.628 |
Industrials | 6.560 | 7.851 |
Consumer Defensive | 4.580 | 5.826 |
Energy | 2.700 | 4.212 |
Real Estate | 2.240 | 2.773 |
Basic Materials | 1.680 | 2.072 |
Utilities | 1.630 | 2.106 |
Number of long holdings: 19
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard S&P 500 ETF | - | 53.42 | - | - | |
Invesco QQQ Trust | - | 9.82 | - | - | |
iShares Core S&P Small-Cap ETF | - | 9.06 | - | - | |
Microsoft | US5949181045 | 3.60 | 423.08 | +1.75% | |
Amazon.com | US0231351067 | 3.26 | 185.99 | -0.58% | |
Berkshire Hathaway B | US0846707026 | 3.25 | 412.77 | +0.62% | |
UnitedHealth | US91324P1021 | 3.00 | 517.50 | +0.70% | |
Apple | US0378331005 | 2.81 | 189.72 | +1.22% | |
Alphabet C | US02079K1079 | 2.79 | 173.88 | +1.13% | |
Health Care Select Sector SPDR | US81369Y2090 | 2.12 | 146.19 | +1.48% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ONE Ultimate Global Growth | 8.5B | 9.71 | -6.89 | - | ||
1 AM Selective Growth LT Equity | 728.41M | -1.95 | -2.66 | 1.70 | ||
Valued Stock Retirement Mutual | 621.91M | -2.39 | -3.14 | 1.60 | ||
One Equity Fund Corporate 14 | 108.07M | -1.45 | -2.54 | 2.80 | ||
TH8416010008 | 352.55M | 11.98 | 3.86 | - |
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