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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.240 | 2.240 | 0.000 |
Stocks | 97.760 | 97.760 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.902 | 17.208 |
Price to Book | 3.969 | 2.846 |
Price to Sales | 2.480 | 2.020 |
Price to Cash Flow | 18.427 | 11.817 |
Dividend Yield | 1.338 | 2.236 |
5 Years Earnings Growth | 11.684 | 11.563 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.270 | 21.245 |
Industrials | 15.650 | 11.850 |
Financial Services | 14.860 | 15.623 |
Healthcare | 12.100 | 13.181 |
Consumer Cyclical | 10.340 | 9.929 |
Consumer Defensive | 9.420 | 8.700 |
Communication Services | 4.280 | 7.940 |
Energy | 3.810 | 4.647 |
Basic Materials | 2.750 | 4.453 |
Real Estate | 2.520 | 2.378 |
Number of long holdings: 60
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.99 | 425.20 | +0.51% | |
ServiceNow Inc | US81762P1021 | 2.66 | 1,045.55 | -0.26% | |
JPMorgan | US46625H1005 | 2.58 | 241.16 | +0.67% | |
Constellation Software | CA21037X1006 | 2.53 | 4,572.98 | +1.85% | |
Visa A | US92826C8394 | 2.49 | 309.48 | -0.12% | |
Quanta Services | US74762E1029 | 2.43 | 326.88 | -0.12% | |
Marvell | US5738741041 | 2.42 | 90.07 | -2.92% | |
Alphabet C | US02079K1079 | 2.41 | 180.49 | -1.54% | |
Apple | US0378331005 | 2.39 | 225.12 | +0.40% | |
Schneider Electric | FR0000121972 | 2.29 | 241.20 | +1.07% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Segall Bryant Hamill Small Cap Valu | 527.59M | 11.42 | 2.55 | 7.51 | ||
Segall Bryant & Hamill Intl Sm Cp I | 64.98M | 16.88 | 6.48 | 4.77 | ||
Westcore Global LC Dividend Inst | 5.16M | 18.42 | 8.55 | 8.80 |
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