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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.61 | 0.78 | 0.17 |
Stocks | 99.31 | 99.46 | 0.15 |
Other | 0.08 | 0.08 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.48 | 16.46 |
Price to Book | 2.96 | 2.65 |
Price to Sales | 2.17 | 1.80 |
Price to Cash Flow | 12.70 | 10.39 |
Dividend Yield | 1.87 | 2.44 |
5 Years Earnings Growth | 11.39 | 11.26 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.34 | 23.28 |
Financial Services | 15.65 | 15.20 |
Consumer Cyclical | 10.81 | 10.55 |
Healthcare | 10.09 | 10.99 |
Industrials | 9.90 | 10.62 |
Communication Services | 7.18 | 8.05 |
Consumer Defensive | 5.68 | 6.93 |
Energy | 3.31 | 4.98 |
Basic Materials | 3.13 | 4.35 |
Utilities | 2.84 | 3.00 |
Real Estate | 2.09 | 4.66 |
Number of long holdings: 81
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SPDR Portfolio S&P 500 Growth | US78464A4094 | 20.15 | 91.12 | +1.32% | |
iShares MSCI USA Quality Factor ETF | - | 13.79 | - | - | |
iShares Core MSCI Intl Dev Mkts ETF | - | 8.91 | - | - | |
iShares Core Dividend Growth ETF | - | 8.82 | - | - | |
JPMorgan US Quality Factor ETF | - | 7.92 | - | - | |
iShares MSCI USA Min Vol Factor ETF | - | 5.80 | - | - | |
iShares MSCI Japan | US46434G8226 | 4.92 | 66.45 | -0.06% | |
SPDR Portfolio Emerging Markets | US78463X5095 | 4.16 | 38.96 | +0.44% | |
iShares Core S&P Small-Cap | US4642878049 | 4.07 | 116.60 | +0.84% | |
Invesco S&P 500 Equal Weight | US46137V3574 | 3.98 | 177.61 | +0.75% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Horizon Active Risk Assist N | 1.31B | 17.53 | 4.80 | 5.14 |
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