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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.54 | 1.54 | 0.00 |
Stocks | 98.46 | 98.46 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.67 | 17.74 |
Price to Book | 2.80 | 2.85 |
Price to Sales | 2.05 | 2.03 |
Price to Cash Flow | 12.40 | 11.70 |
Dividend Yield | 2.03 | 2.12 |
5 Years Earnings Growth | 11.38 | 10.99 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.80 | 22.01 |
Financial Services | 15.33 | 15.57 |
Healthcare | 11.32 | 14.30 |
Industrials | 10.28 | 12.12 |
Consumer Cyclical | 9.83 | 10.52 |
Communication Services | 7.89 | 7.32 |
Consumer Defensive | 6.03 | 8.41 |
Energy | 4.00 | 4.06 |
Basic Materials | 3.62 | 4.39 |
Utilities | 2.61 | 2.62 |
Real Estate | 2.29 | 2.77 |
Number of long holdings: 2,242
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.65 | 446.95 | -1.30% | |
Apple | US0378331005 | 4.23 | 210.61 | -1.63% | |
NVIDIA | US67066G1040 | 4.02 | 123.50 | -0.40% | |
Amazon.com | US0231351067 | 2.41 | 193.25 | -2.33% | |
Meta Platforms | US30303M1027 | 1.54 | 503.89 | -3.02% | |
Alphabet A | US02079K3059 | 1.54 | 182.15 | -1.76% | |
Alphabet C | US02079K1079 | 1.32 | 183.42 | -1.84% | |
Eli Lilly | US5324571083 | 1.05 | 905.38 | -0.40% | |
Berkshire Hathaway B | US0846707026 | 0.88 | 406.80 | -0.28% | |
JPMorgan | US46625H1005 | 0.88 | 202.26 | +1.55% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Legal General US Index Trust F Dist | 21.63K | 9.26 | 11.69 | 14.87 | ||
Legal General US Index Trust C Acc | 3.85B | 9.48 | 12.04 | 15.21 | ||
Legal General US Index Trust C Dist | 994.79M | 9.41 | 12.02 | 15.21 | ||
Legal General US Index Trust F Acc | 809.8K | 9.30 | 11.71 | 14.87 | ||
Legal General US Index Trust I Acc | 1.5B | 7.04 | 14.13 | 15.25 |
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