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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.210 | 9.390 | 4.180 |
Shares | 54.120 | 54.530 | 0.410 |
Bonds | 33.690 | 35.670 | 1.980 |
Convertible | 0.560 | 0.560 | 0.000 |
Preferred | 0.040 | 0.040 | 0.000 |
Other | 6.390 | 6.400 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.760 | 15.675 |
Price to Book | 2.670 | 2.134 |
Price to Sales | 1.789 | 1.525 |
Price to Cash Flow | 11.945 | 9.571 |
Dividend Yield | 2.125 | 2.884 |
5 Years Earnings Growth | 10.369 | 11.092 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.530 | 17.978 |
Financial Services | 14.650 | 17.516 |
Healthcare | 13.730 | 9.563 |
Industrials | 12.570 | 14.277 |
Consumer Cyclical | 10.530 | 13.972 |
Consumer Defensive | 6.730 | 6.771 |
Communication Services | 6.260 | 6.829 |
Basic Materials | 4.460 | 5.912 |
Energy | 3.720 | 4.880 |
Utilities | 3.050 | 3.288 |
Real Estate | 1.760 | 1.648 |
Number of long holdings: 35
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Amundi Index Solutions MSCI Europe DR | LU1437015735 | 6.90 | 93.05 | -0.98% | |
Invesco S&P 500 ESG UCITS EUR Hdg Acc | IE000QF66PE6 | 6.43 | 64.05 | 0.00% | |
Groupama Ultra Short Term Bond IC | FR0012599645 | 5.81 | - | - | |
Aviva Corto Plazo A FI | ES0170156006 | 5.57 | 15.07 | +0.03% | |
iShares Edge MSCI World Minimum Volatility ESG UCI | IE00BKVL7778 | 4.90 | 6.38 | +0.52% | |
iShares Core MSCI World UCITS | IE00B4L5Y983 | 4.61 | 100.64 | -0.30% | |
Neuberger Berman Ultr S/T Er Bd EURIAcc | IE00BFZMJT78 | 4.38 | - | - | |
Capital Group New Perspective Fund (LUX) P | LU2133218979 | 3.93 | 23.370 | -0.21% | |
Xtrackers MSCI World UCITS 1C | IE00BJ0KDQ92 | 3.88 | 110.03 | -0.37% | |
JPMorgan ETFs (Ireland) ICAV - US Research Enhance | IE00BF4G7076 | 3.65 | 54.29 | +0.11% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Abante Bolsa PP | 157.52M | 8.15 | 7.22 | 7.89 | ||
Abante Renta | 8.3M | 2.55 | 1.81 | 1.19 | ||
European Quality PP | 3.76M | 13.15 | 9.14 | - | ||
Okavango PP | 1.1M | 19.35 | 11.46 | - |
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