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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.750 | 3.370 | 0.620 |
Stocks | 36.130 | 36.260 | 0.130 |
Bonds | 35.440 | 35.440 | 0.000 |
Convertible | 23.530 | 23.530 | 0.000 |
Preferred | 2.160 | 2.160 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.432 | 17.278 |
Price to Book | 3.880 | 2.695 |
Price to Sales | 2.511 | 1.953 |
Price to Cash Flow | 15.778 | 11.157 |
Dividend Yield | 1.133 | 2.555 |
5 Years Earnings Growth | 15.159 | 11.472 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.680 | 20.277 |
Consumer Cyclical | 19.890 | 9.755 |
Healthcare | 11.940 | 12.137 |
Financial Services | 10.980 | 16.362 |
Industrials | 8.830 | 10.900 |
Communication Services | 7.490 | 6.705 |
Utilities | 3.690 | 3.530 |
Basic Materials | 2.990 | 3.898 |
Energy | 2.830 | 4.518 |
Consumer Defensive | 1.490 | 7.429 |
Real Estate | 1.190 | 6.990 |
Number of long holdings: 479
Number of short holdings: 17
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 2.07 | 408.46 | -0.47% | |
Alphabet A | US02079K3059 | 1.65 | 169.24 | -1.20% | |
Amazon.com | US0231351067 | 1.60 | 195.78 | -1.09% | |
Apple | US0378331005 | 1.52 | 222.01 | -0.40% | |
Tesla | US88160R1014 | 1.27 | 242.84 | -2.47% | |
Mastercard | US57636Q1040 | 1.13 | 505.58 | -0.49% | |
NVIDIA | US67066G1040 | 1.07 | 136.05 | +0.48% | |
Wells Fargo Pref L | US9497468044 | 1.05 | 1,226.01 | -0.16% | |
UnitedHealth | US91324P1021 | 1.00 | 557.77 | -1.72% | |
GS Finance Corp 4% | - | 1.00 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AllianzIncome Growth P USD | 49.34B | 8.74 | 2.54 | 7.34 | ||
Allianz IncmeGrowth PM USD | 49.34B | 8.74 | 2.54 | 7.35 | ||
Allianz Income and Growth AT USD | 49.34B | 8.20 | 1.87 | 6.64 | ||
Allianz Income and Growth A USD | 49.34B | 8.20 | 1.87 | 6.64 | ||
Allianz Income and Growth AM USD | 49.34B | 8.20 | 1.86 | 6.64 |
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