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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.650 | 2.650 | 0.000 |
Stocks | 97.350 | 97.350 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.761 | 15.197 |
Price to Book | 3.706 | 2.641 |
Price to Sales | 2.913 | 1.816 |
Price to Cash Flow | 14.335 | 10.324 |
Dividend Yield | 2.191 | 3.458 |
5 Years Earnings Growth | 9.631 | 8.589 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.830 | 15.050 |
Financial Services | 16.770 | 19.249 |
Healthcare | 13.530 | 12.565 |
Industrials | 10.150 | 12.219 |
Consumer Cyclical | 9.610 | 8.895 |
Consumer Defensive | 6.280 | 11.812 |
Energy | 5.040 | 5.669 |
Communication Services | 3.930 | 6.726 |
Utilities | 3.310 | 5.131 |
Basic Materials | 2.580 | 3.763 |
Real Estate | 1.950 | 3.388 |
Number of long holdings: 56
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.55 | 228.96 | +0.70% | |
Microsoft | US5949181045 | 5.42 | 412.87 | +0.76% | |
Broadcom | US11135F1012 | 4.02 | 231.23 | +2.83% | |
JPMorgan | US46625H1005 | 3.75 | 272.86 | -1.07% | |
Taiwan Semiconductor | US8740391003 | 3.44 | 208.39 | +1.10% | |
SAP | DE0007164600 | 3.06 | 271.480 | +0.18% | |
American Express | US0258161092 | 2.82 | 316.44 | -0.11% | |
Motorola | US6200763075 | 2.70 | 480.85 | +0.32% | |
Linde PLC | IE000S9YS762 | 2.52 | 440.800 | +0.09% | |
Novo Nordisk B | DK0062498333 | 2.47 | 620.9 | -1.27% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Barbara Global Dividend Growth FuAU | 153.41M | 14.31 | 4.92 | 7.07 | ||
Barbara Global Dividend Growth FunA | 153.41M | 13.90 | 4.79 | 7.03 | ||
Barbara Global Dividend Growth FCU | 153.41M | 13.76 | 4.40 | 6.46 | ||
Barbara Global Dividend Growth FunU | 153.41M | 14.11 | 5.21 | 7.53 | ||
Barbara Global Dividend Growth Fund | 153.41M | 14.89 | 5.45 | 7.61 |
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