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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.36 | 25.69 | 25.33 |
Shares | 98.73 | 98.73 | 0.00 |
Preferred | 0.27 | 0.27 | 0.00 |
Other | 0.65 | 0.69 | 0.04 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.63 | 17.70 |
Price to Book | 3.05 | 2.84 |
Price to Sales | 1.61 | 2.00 |
Price to Cash Flow | 9.32 | 11.58 |
Dividend Yield | 2.46 | 2.11 |
5 Years Earnings Growth | 12.14 | 10.97 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.90 | 22.02 |
Financial Services | 13.90 | 15.44 |
Industrials | 13.04 | 12.08 |
Consumer Cyclical | 10.51 | 10.76 |
Healthcare | 10.27 | 14.37 |
Communication Services | 7.57 | 7.23 |
Basic Materials | 5.87 | 4.36 |
Energy | 5.81 | 4.02 |
Consumer Defensive | 4.52 | 8.41 |
Utilities | 1.68 | 2.55 |
Real Estate | 0.93 | 2.82 |
Number of long holdings: 220
Number of short holdings: 18
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Scottish Widows Emerg Markets X | GB0031963605 | 8.13 | - | - | |
Apple | US0378331005 | 5.51 | 169.30 | -0.35% | |
Microsoft | US5949181045 | 3.62 | 406.32 | +1.82% | |
Alphabet A | US02079K3059 | 2.99 | 171.95 | +10.22% | |
Meta Platforms | US30303M1027 | 2.19 | 443.29 | +0.43% | |
NVIDIA | US67066G1040 | 1.77 | 877.35 | +6.18% | |
Broadcom | US11135F1012 | 1.60 | 1,344.07 | +3.84% | |
AbbVie | US00287Y1091 | 1.32 | 159.62 | -4.58% | |
Mastercard | US57636Q1040 | 1.27 | 462.23 | +0.03% | |
Amazon.com | US0231351067 | 1.23 | 179.62 | +3.43% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Halifax UK FTSE 100 Index Tracking | 1.17B | 4.19 | 9.87 | 5.34 | ||
Halifax European Fund A | 323.63M | 5.98 | 8.80 | 8.58 | ||
Halifax Far Eastern Fund F | 172.24M | 3.61 | -0.86 | 6.58 |
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