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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.59 | 2.59 | 0.00 |
Stocks | 97.41 | 97.43 | 0.02 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.78 | 20.06 |
Price to Book | 3.75 | 3.72 |
Price to Sales | 1.50 | 2.47 |
Price to Cash Flow | 9.59 | 13.66 |
Dividend Yield | 1.18 | 1.59 |
5 Years Earnings Growth | 16.51 | 11.65 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.17 | 28.32 |
Consumer Cyclical | 13.30 | 10.49 |
Communication Services | 12.83 | 8.67 |
Healthcare | 10.12 | 13.41 |
Industrials | 7.66 | 8.88 |
Financial Services | 6.82 | 13.98 |
Consumer Defensive | 5.73 | 5.88 |
Energy | 4.96 | 4.19 |
Utilities | 3.98 | 2.52 |
Real Estate | 2.86 | 2.36 |
Basic Materials | 0.57 | 3.02 |
Number of long holdings: 159
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.88 | 219.30 | +1.18% | |
Microsoft | US5949181045 | 4.69 | 457.67 | +0.21% | |
NVIDIA | US67066G1040 | 4.28 | 122.87 | -1.15% | |
Alphabet A | US02079K3059 | 2.65 | 184.79 | +0.98% | |
Meta Platforms | US30303M1027 | 2.63 | 509.20 | +0.90% | |
Visa A | US92826C8394 | 2.18 | 265.54 | +0.87% | |
Amazon.com | US0231351067 | 2.10 | 199.39 | +1.11% | |
Adobe | US00724F1012 | 1.57 | 567.47 | +1.33% | |
Vistra Energy | US92840M1027 | 1.49 | 87.27 | -0.08% | |
Alphabet C | US02079K1079 | 1.48 | 186.19 | +0.92% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Equity Fund A GBP Acc | 49.3M | 6.85 | 12.91 | 14.28 | ||
American Equity Fund P GBP Acc | 7.05M | 10.48 | 11.86 | 14.94 | ||
American Equity Fund R GBP Acc | 808.43M | 10.60 | 12.14 | 15.23 | ||
American Equity Fund U2 GBP Acc | 848.25M | 7.01 | 13.92 | 15.33 | ||
Balanced Portfolio A GBP Acc | 1.29B | 1.90 | -1.21 | 3.42 |
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