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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.550 | 2.550 | 0.000 |
Stocks | 97.450 | 97.450 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.125 | 17.022 |
Price to Book | 3.528 | 2.771 |
Price to Sales | 2.011 | 1.912 |
Price to Cash Flow | 15.257 | 11.494 |
Dividend Yield | 1.532 | 2.276 |
5 Years Earnings Growth | 11.528 | 11.103 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.280 | 20.344 |
Financial Services | 16.990 | 15.568 |
Healthcare | 14.130 | 13.115 |
Industrials | 13.060 | 12.141 |
Consumer Cyclical | 9.860 | 10.432 |
Consumer Defensive | 8.870 | 8.962 |
Energy | 4.750 | 4.867 |
Communication Services | 3.670 | 7.806 |
Basic Materials | 3.390 | 4.519 |
Number of long holdings: 58
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.68 | 446.95 | -1.30% | |
Apple | US0378331005 | 2.81 | 210.61 | -1.63% | |
Visa A | US92826C8394 | 2.78 | 262.47 | -1.55% | |
Quanta Services | US74762E1029 | 2.54 | 254.09 | -4.86% | |
JPMorgan | US46625H1005 | 2.47 | 202.26 | +1.55% | |
UnitedHealth | US91324P1021 | 2.43 | 509.34 | +4.71% | |
Partners Group | CH0024608827 | 2.33 | 1,166.00 | +1.04% | |
Parker-Hannifin | US7010941042 | 2.29 | 505.63 | +0.28% | |
Alphabet C | US02079K1079 | 2.29 | 183.42 | -1.84% | |
Reinsurance of America | US7593516047 | 2.27 | 205.27 | -0.41% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Segall Bryant Hamill Small Cap Valu | 504.77M | 3.33 | -0.79 | 7.07 | ||
Segall Bryant & Hamill Intl Sm Cp I | 64.45M | 8.41 | 2.32 | 3.46 | ||
Westcore Global LC Dividend Retail | 29.91M | 4.17 | 5.52 | 7.08 |
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