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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.83 | 14.99 | 14.16 |
Stocks | 94.17 | 94.17 | 0.00 |
Bonds | 3.35 | 3.36 | 0.01 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.02 | 0.02 | 0.00 |
Other | 1.63 | 1.66 | 0.03 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.73 | 16.50 |
Price to Book | 2.06 | 2.44 |
Price to Sales | 1.53 | 1.89 |
Price to Cash Flow | 9.81 | 10.85 |
Dividend Yield | 2.92 | 2.53 |
5 Years Earnings Growth | 10.71 | 10.88 |
Name | Net % | Category Average |
---|---|---|
Technology | 16.92 | 18.77 |
Financial Services | 16.83 | 17.20 |
Industrials | 11.48 | 12.97 |
Healthcare | 10.26 | 11.72 |
Consumer Cyclical | 9.93 | 10.73 |
Consumer Defensive | 8.32 | 7.34 |
Communication Services | 6.36 | 6.62 |
Energy | 5.51 | 3.91 |
Real Estate | 5.15 | 3.67 |
Basic Materials | 5.12 | 5.43 |
Utilities | 4.13 | 4.42 |
Number of long holdings: 18
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard FTSE UK All Share Index Unit Trust Instit | GB00BPN5P907 | 13.97 | 175.35 | +0.02% | |
Legal & General UK Index Trust C Acc | GB00BG0QPJ30 | 13.62 | 4.23 | +0.71% | |
Legal & General US Index Trust C Acc | GB00BG0QPL51 | 13.28 | 13.00 | +0.70% | |
abrdn Asia Pacific ex-Japan TrkrX£Acc | GB00BKBD2F66 | 11.90 | - | - | |
iShares Continen Eurp Eq Idx (UK) L Acc | GB00B08HDG97 | 10.84 | - | - | |
abrdn American Equity Tracker X Acc | GB00BGMK1287 | 10.45 | - | - | |
Vanguard Em Mkts Stk Idx Ins Pl £ Acc | IE00BPT2BB99 | 7.32 | - | - | |
Vanguard US Equity Index Institutional Plus GBP Ac | GB00BPN5P238 | 5.88 | 433.30 | +0.80% | |
BlackRock Japan Equity Tracker Fund L Acc | GB00B08HDJ29 | 3.87 | 3.05 | -0.18% | |
abrdn Global REIT Tracker X | GB00BK5HLH91 | 2.59 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MyFolio Market III Inst Acc | 2.22B | 7.80 | 2.70 | 5.54 | ||
MyFolio Market III Retail Acc | 2.22B | 7.52 | 2.34 | 5.08 | ||
International Trust | 1.65B | 22.06 | 10.01 | 12.52 | ||
Standard Life Small Inst S Acc | 909.17M | 7.16 | -6.43 | 10.59 | ||
MyFolio Market V Inst Acc | 652.36M | 11.60 | 5.93 | 8.60 |
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