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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 98.660 | 98.660 | 0.000 |
Bonds | 1.100 | 1.100 | 0.000 |
Preferred | 0.240 | 0.240 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.941 | 17.705 |
Price to Book | 1.965 | 2.841 |
Price to Sales | 1.423 | 2.029 |
Price to Cash Flow | 7.013 | 11.669 |
Dividend Yield | 2.655 | 2.126 |
5 Years Earnings Growth | 9.444 | 10.957 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 17.270 | 15.539 |
Technology | 13.240 | 21.967 |
Healthcare | 12.780 | 14.334 |
Energy | 12.190 | 4.064 |
Industrials | 10.510 | 12.107 |
Consumer Cyclical | 10.080 | 10.551 |
Consumer Defensive | 8.960 | 8.432 |
Basic Materials | 5.960 | 4.395 |
Communication Services | 3.690 | 7.315 |
Real Estate | 2.840 | 2.791 |
Utilities | 2.470 | 2.606 |
Number of long holdings: 608
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 2.51 | 213.54 | +0.14% | |
Exxon Mobil | US30231G1022 | 1.77 | 114.29 | -0.10% | |
Microsoft | US5949181045 | 1.73 | 453.25 | +0.24% | |
General Electric | US3696043013 | 1.31 | 160.18 | -0.29% | |
Chevron | US1667641005 | 1.12 | 155.80 | -0.10% | |
Andet | - | 1.10 | - | - | |
Wells Fargo&Co | US9497461015 | 0.98 | 56.93 | -0.14% | |
Nestle | CH0038863350 | 0.93 | 92.22 | -0.73% | |
Pfizer | US7170811035 | 0.89 | 27.69 | +1.00% | |
Gilead | US3755581036 | 0.84 | 68.54 | -1.10% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PFA+ Profil A 30 ar | 1.91 | 0.44 | 3.39 | |||
PFA+ Profil D 5 a | 3.50 | 1.72 | 4.48 | |||
PFA+ Profil A 30 ar inkl. KK | 2.00 | 0.82 | 3.82 | |||
PFA+ Profil D 5 ar inkl KK | 3.52 | 2.05 | 4.86 | |||
PFA+ Profil A 5 a | 0.32 | -0.86 | 2.28 |
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