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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.480 | 1.610 | 0.130 |
Stocks | 98.520 | 98.520 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.809 | 20.460 |
Price to Book | 4.821 | 3.873 |
Price to Sales | 3.425 | 2.614 |
Price to Cash Flow | 16.103 | 14.151 |
Dividend Yield | 1.401 | 1.575 |
5 Years Earnings Growth | 12.190 | 12.074 |
Name | Net % | Category Average |
---|---|---|
Technology | 35.800 | 28.251 |
Financial Services | 12.860 | 16.734 |
Healthcare | 12.530 | 13.010 |
Consumer Cyclical | 11.130 | 10.023 |
Communication Services | 8.880 | 8.115 |
Industrials | 5.630 | 8.571 |
Consumer Defensive | 5.180 | 5.686 |
Energy | 3.380 | 3.513 |
Utilities | 1.910 | 2.396 |
Real Estate | 1.480 | 2.412 |
Basic Materials | 1.220 | 2.812 |
Number of long holdings: 192
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 8.50 | 222.32 | -0.26% | |
Microsoft | US5949181045 | 8.16 | 407.49 | -0.70% | |
NVIDIA | US67066G1040 | 6.22 | 137.81 | +1.78% | |
Amazon.com | US0231351067 | 4.72 | 195.66 | -1.15% | |
Alphabet A | US02079K3059 | 3.12 | 169.50 | -1.05% | |
Meta Platforms | US30303M1027 | 2.76 | 564.21 | -0.52% | |
Tesla | US88160R1014 | 2.36 | 244.94 | -1.62% | |
Williams | US9694571004 | 2.14 | 51.70 | +0.27% | |
Eli Lilly | US5324571083 | 1.91 | 808.39 | -1.29% | |
Broadcom | US11135F1012 | 1.84 | 169.61 | +0.41% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Spangler IQAM Quality Equity US R T | 29.69M | 14.44 | 1.87 | 5.37 |
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