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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.25 | 9.22 | 8.97 |
Stocks | 97.83 | 97.83 | 0.00 |
Bonds | 0.02 | 0.02 | 0.00 |
Other | 1.90 | 2.01 | 0.11 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 10.37 | 13.50 |
Price to Book | 1.40 | 1.94 |
Price to Sales | 0.77 | 1.27 |
Price to Cash Flow | 4.87 | 8.44 |
Dividend Yield | 4.52 | 3.58 |
5 Years Earnings Growth | 7.87 | 8.93 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 17.29 | 16.92 |
Energy | 17.08 | 11.23 |
Industrials | 14.94 | 15.03 |
Consumer Defensive | 12.83 | 14.92 |
Consumer Cyclical | 10.40 | 10.86 |
Healthcare | 8.76 | 11.75 |
Basic Materials | 6.49 | 7.84 |
Communication Services | 4.96 | 5.55 |
Utilities | 3.16 | 3.59 |
Real Estate | 2.48 | 2.67 |
Technology | 1.63 | 3.39 |
Number of long holdings: 446
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell | GB00BP6MXD84 | 7.27 | 33.21 | +0.70% | |
BP | GB0007980591 | 4.12 | 488.15 | +0.60% | |
HSBC | GB0005405286 | 3.91 | 696.40 | +0.52% | |
AstraZeneca ADR | US0463531089 | 3.07 | 78.02 | +1.63% | |
BP ADR | US0556221044 | 2.72 | 37.58 | +1.76% | |
Unilever | GB00B10RZP78 | 2.67 | 50.16 | +0.24% | |
GSK plc | GB00BN7SWP63 | 2.56 | 1,766.50 | +2.11% | |
Glencore | JE00B4T3BW64 | 2.48 | 480.75 | -0.24% | |
Relx | GB00B2B0DG97 | 2.40 | 3,416.00 | +0.44% | |
Diageo | GB0002374006 | 2.35 | 2,630.5 | +1.10% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuGA | 6.32B | 5.68 | 7.96 | 11.19 | ||
Dimensional Global Core Equity FuGD | 6.32B | 5.67 | 7.95 | 11.19 | ||
Global Sustainability Core EquityGA | 4.2B | 9.36 | 10.37 | 11.95 | ||
Global Sustainability Core EquityGD | 4.2B | 9.35 | 10.36 | 11.95 | ||
Dimensional World Allocation 60 40A | 3.01B | 3.46 | 3.75 | 6.52 |
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