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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 11.900 | 14.150 | 2.250 |
Stocks | 26.720 | 26.720 | 0.000 |
Bonds | 60.760 | 60.810 | 0.050 |
Convertible | 0.420 | 0.420 | 0.000 |
Preferred | 0.280 | 0.280 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.839 | 16.724 |
Price to Book | 3.293 | 2.539 |
Price to Sales | 1.881 | 1.848 |
Price to Cash Flow | 12.526 | 10.726 |
Dividend Yield | 1.523 | 2.444 |
5 Years Earnings Growth | 11.981 | 11.301 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.620 | 20.589 |
Healthcare | 14.540 | 12.866 |
Financial Services | 12.900 | 15.393 |
Industrials | 11.860 | 11.808 |
Consumer Cyclical | 10.170 | 10.686 |
Consumer Defensive | 5.760 | 7.526 |
Communication Services | 5.670 | 6.783 |
Real Estate | 3.390 | 3.929 |
Basic Materials | 3.250 | 5.118 |
Energy | 3.010 | 4.050 |
Utilities | 2.820 | 3.534 |
Number of long holdings: 9
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
La Française Sub Debt C | FR0010674978 | 15.82 | - | - | |
Lyxor Euro Government Green Bond DR Acc | LU2356220926 | 14.40 | 7.70 | 0.00% | |
iShares J.P. Morgan ESG $ EM Bond UCITS ETF EUR He | IE00BKP5L730 | 13.90 | 4.52 | 0.00% | |
iShares € Govt Bond Climate UCITS EUR (Acc) | IE00BLDGH553 | 13.17 | 4.38 | 0.00% | |
iShares Edge MSCI USA Minimum Volatility ESG UCITS | IE00BKVL7331 | 9.87 | 8.28 | +0.61% | |
iShares MSCI USA Small Cap UCITS | IE00B3VWM098 | 9.48 | 580.20 | -0.94% | |
Xtrackers MSCI USA ESG UCITS 2C EUR Hedged | IE0000MMQ5M5 | 7.43 | 9.34 | +0.11% | |
BNPP Easy-EURO Corp Bond SRI Fossil Free UCITS | LU1859444769 | 3.59 | 10.31 | 0.00% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Gutmann Investor Konservativ T | 36.56M | 5.27 | -0.48 | 1.40 | ||
OBV Invest A | 69.92M | 6.87 | 1.70 | 2.83 | ||
Zurich Kosmos Invest A | 9.26M | 5.51 | 2.51 | 3.77 | ||
UNIQA Wachstum T | 2.24M | 6.80 | 2.22 | 4.08 |
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