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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.050 | 5.050 | 0.000 |
Stocks | 94.570 | 94.570 | 0.000 |
Preferred | 0.370 | 0.370 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.535 | 22.676 |
Price to Book | 2.176 | 4.149 |
Price to Sales | 2.183 | 2.939 |
Price to Cash Flow | 9.260 | 15.197 |
Dividend Yield | 1.291 | 1.277 |
5 Years Earnings Growth | 12.325 | 12.444 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 24.700 | 12.938 |
Technology | 23.940 | 27.094 |
Healthcare | 11.110 | 15.880 |
Industrials | 10.870 | 13.494 |
Consumer Cyclical | 9.100 | 11.881 |
Communication Services | 7.720 | 5.859 |
Consumer Defensive | 5.760 | 6.469 |
Basic Materials | 3.700 | 4.206 |
Real Estate | 1.660 | 2.416 |
Energy | 0.860 | 3.632 |
Utilities | 0.580 | 1.857 |
Number of long holdings: 85
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.90 | 452.85 | +0.15% | |
Alphabet A | US02079K3059 | 4.39 | 185.41 | +0.83% | |
Berkshire Hathaway B | US0846707026 | 4.18 | 407.95 | -0.56% | |
UnitedHealth | US91324P1021 | 3.79 | 486.44 | +0.50% | |
Amazon.com | US0231351067 | 3.75 | 197.85 | +2.19% | |
Arthur J Gallagher | US3635761097 | 2.99 | 260.13 | +2.62% | |
Canadian Pacific Railway Ltd | CA13645T1003 | 2.94 | - | - | |
Nestle | CH0038863350 | 2.25 | 92.30 | +0.17% | |
Danaher | US2358511028 | 2.19 | 251.76 | -0.72% | |
S&P Global | US78409V1044 | 2.16 | 448.91 | +0.12% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AMP Capital Future Directions Balan | 8.24B | -7.90 | 4.24 | 8.00 | ||
Ipac Select Index Balanced | 4.95B | 4.59 | 4.75 | 7.11 | ||
North Index Balanced | 4.95B | 4.59 | 4.75 | 7.11 | ||
Ipac Select Index Growth | 2.94B | 5.80 | 6.14 | 8.27 | ||
North Index Growth | 2.94B | 5.80 | 6.14 | 8.27 |
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