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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 100.000 | 100.010 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.833 | 21.070 |
Price to Book | 4.332 | 4.084 |
Price to Sales | 2.877 | 2.820 |
Price to Cash Flow | 15.688 | 14.751 |
Dividend Yield | 1.432 | 1.525 |
5 Years Earnings Growth | 9.785 | 10.753 |
Name | Net % | Category Average |
---|---|---|
Technology | 33.720 | 29.473 |
Financial Services | 13.160 | 14.636 |
Consumer Cyclical | 11.420 | 10.934 |
Healthcare | 10.100 | 12.325 |
Communication Services | 9.370 | 9.027 |
Industrials | 7.260 | 8.649 |
Consumer Defensive | 5.520 | 5.575 |
Energy | 3.160 | 3.494 |
Utilities | 2.510 | 2.562 |
Real Estate | 2.100 | 2.233 |
Basic Materials | 1.670 | 2.705 |
Number of long holdings: 504
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 7.60 | 213.49 | +1.82% | |
NVIDIA | US67066G1040 | 6.61 | 121.67 | +5.27% | |
Microsoft | US5949181045 | 6.29 | 388.56 | +2.58% | |
Amazon.com | US0231351067 | 4.12 | 197.95 | +2.09% | |
Meta Platforms | US30303M1027 | 2.56 | 607.60 | +2.87% | |
Tesla | US88160R1014 | 2.26 | 249.98 | +3.86% | |
Alphabet A | US02079K3059 | 2.22 | 165.49 | +1.68% | |
Broadcom | US11135F1012 | 2.17 | 195.54 | +2.18% | |
Alphabet C | US02079K1079 | 1.82 | 167.62 | +1.75% | |
Berkshire Hathaway B | US0846707026 | 1.58 | 514.60 | +2.05% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Global Stock Index Ins USD | 19.83B | 18.58 | 6.27 | 9.83 | ||
Global Stock Index Institutional Pl | 19.83B | 3.51 | 9.54 | 10.50 | ||
Global Stock Index Inv USD | 19.83B | 18.58 | 6.27 | 9.80 | ||
US 500 Stock Index Institutional Pl | 13.57B | 2.76 | 11.34 | 13.10 | ||
US 500 Stock Index Inv USD | 13.57B | 24.39 | 8.35 | 12.32 |
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