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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.090 | 7.270 | 5.180 |
Stocks | 95.900 | 95.900 | 0.000 |
Bonds | 2.010 | 2.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.755 | 23.292 |
Price to Book | 4.178 | 4.129 |
Price to Sales | 1.960 | 2.273 |
Price to Cash Flow | 10.226 | 13.242 |
Dividend Yield | 1.093 | 1.594 |
5 Years Earnings Growth | 11.457 | 12.122 |
Name | Net % | Category Average |
---|---|---|
Consumer Cyclical | 41.220 | 42.022 |
Consumer Defensive | 23.560 | 28.184 |
Communication Services | 15.440 | 12.057 |
Industrials | 9.170 | 7.849 |
Technology | 8.140 | 11.289 |
Real Estate | 2.440 | 2.194 |
Healthcare | 0.020 | 6.164 |
Number of long holdings: 55
Number of short holdings: 9
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Amazon.com | US0231351067 | 4.43 | 186.24 | +0.82% | |
Marriott Int | US5719032022 | 4.25 | 234.59 | -0.41% | |
Hilton Worldwide | US43300A2033 | 4.23 | 197.54 | +0.01% | |
Heineken | NL0000009165 | 4.11 | 90.38 | -0.22% | |
Inditex | ES0148396007 | 3.73 | 42.820 | +0.75% | |
Airbnb | US0090661010 | 3.58 | 159.71 | +0.87% | |
Anheuser Busch Inbev | BE0974293251 | 3.45 | 55.52 | +0.65% | |
Meta Platforms | US30303M1027 | 3.35 | 452.05 | +2.35% | |
Walmart | US9311421039 | 3.34 | 59.83 | +0.20% | |
InterContinental | GB00BHJYC057 | 3.22 | 7,726.0 | -2.05% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Altshuler Shaham Dev Mkts Protctd F | 784.33M | 8.96 | 1.55 | 6.10 | ||
Altshuler Shaham Equity Storm | 662.65M | 6.17 | 4.45 | 7.96 | ||
Altshuler Shaham S&P500 Managed | 388.08M | 12.43 | 9.08 | 10.21 | ||
Altshuler Shaham TA MidCap Stock | 276.06M | 11.71 | 3.98 | 9.61 | ||
Altshuler Shaham Protectd Glbl Eq | 223.03M | 7.80 | -2.65 | 2.88 |
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