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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.42 | 31.93 | 30.51 |
Stocks | 77.57 | 77.57 | 0.00 |
Bonds | 17.29 | 17.45 | 0.16 |
Convertible | 0.03 | 0.03 | 0.00 |
Preferred | 0.03 | 0.03 | 0.00 |
Other | 3.65 | 3.66 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.35 | 15.90 |
Price to Book | 2.01 | 2.27 |
Price to Sales | 1.57 | 1.65 |
Price to Cash Flow | 9.74 | 9.75 |
Dividend Yield | 3.04 | 2.66 |
5 Years Earnings Growth | 10.16 | 10.58 |
Name | Net % | Category Average |
---|---|---|
Technology | 16.49 | 17.16 |
Financial Services | 15.27 | 16.74 |
Industrials | 11.51 | 13.42 |
Consumer Cyclical | 9.82 | 10.58 |
Healthcare | 9.64 | 11.28 |
Consumer Defensive | 7.65 | 7.56 |
Real Estate | 7.28 | 4.47 |
Energy | 6.36 | 5.03 |
Communication Services | 5.98 | 6.57 |
Utilities | 5.16 | 3.08 |
Basic Materials | 4.85 | 5.81 |
Number of long holdings: 23
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Legal & General US Index Trust C Acc | GB00BG0QPL51 | 11.25 | 11.29 | +0.09% | |
Legal & General UK Index Trust C Acc | GB00BG0QPJ30 | 10.98 | 4.26 | -0.07% | |
Vanguard FTSE UK All Share Index Unit Trust Instit | GB00BPN5P907 | 10.91 | 176.48 | -0.52% | |
abrdn Asia Pacific ex-Japan TrkrX£Acc | GB00BKBD2F66 | 9.67 | - | - | |
abrdn American Equity Tracker X Acc | GB00BGMK1287 | 8.85 | - | - | |
iShares Continen Eurp Eq Idx (UK) L Acc | GB00B08HDG97 | 6.10 | - | - | |
Vanguard Em Mkts Stk Idx Ins Pl £ Acc | IE00BPT2BB99 | 5.65 | - | - | |
Vanguard US Equity Index Institutional Plus GBP Ac | GB00BPN5P238 | 5.03 | 376.70 | -0.34% | |
abrdn Global REIT Tracker X | GB00BK5HLH91 | 4.07 | - | - | |
L&G Global Infrastructure Index C Acc | GB00BF0TZL74 | 4.00 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MyFolio Managed II Retail Platform | 1.12B | 1.87 | 0.06 | 2.99 | ||
MyFolio Managed II Inst Acc | 1.12B | 1.25 | -0.77 | 3.02 | ||
MyFolio Market II Retail Platform 1 | 1.05B | 2.22 | 1.30 | 4.05 | ||
MyFolio Market II Inst Acc | 1.05B | 1.62 | 0.51 | 4.03 | ||
MyFolio Market IV Retail Platform 1 | 1.01B | 4.38 | 4.93 | 6.74 |
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