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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.12 | 3.12 | 0.00 |
Shares | 96.73 | 96.73 | 0.00 |
Preferred | 0.15 | 0.15 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.22 | 17.71 |
Price to Book | 3.19 | 2.84 |
Price to Sales | 2.06 | 2.03 |
Price to Cash Flow | 12.77 | 11.67 |
Dividend Yield | 1.83 | 2.13 |
5 Years Earnings Growth | 11.31 | 10.96 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.50 | 21.97 |
Financial Services | 13.39 | 15.54 |
Healthcare | 12.73 | 14.33 |
Consumer Cyclical | 10.91 | 10.55 |
Industrials | 10.56 | 12.11 |
Communication Services | 8.13 | 7.32 |
Consumer Defensive | 6.47 | 8.43 |
Energy | 3.33 | 4.06 |
Basic Materials | 2.59 | 4.39 |
Real Estate | 2.22 | 2.79 |
Utilities | 2.18 | 2.61 |
Number of long holdings: 893
Number of short holdings: 18
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.25 | 455.69 | +0.78% | |
Apple | US0378331005 | 4.51 | 214.02 | +0.36% | |
NVIDIA | US67066G1040 | 3.34 | 124.86 | -1.22% | |
Amazon.com | US0231351067 | 2.74 | 196.04 | +1.25% | |
Meta Platforms | US30303M1027 | 1.86 | 522.22 | +1.77% | |
Alphabet A | US02079K3059 | 1.40 | 185.82 | +1.05% | |
Berkshire Hathaway B | US0846707026 | 1.27 | 408.94 | -0.32% | |
Alphabet C | US02079K1079 | 1.19 | 187.28 | +1.03% | |
Eli Lilly | US5324571083 | 1.03 | 904.39 | +0.35% | |
Broadcom | US11135F1012 | 0.97 | 1,598.91 | +0.43% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MyFolio Market III Inst Acc | 2.25B | 3.48 | 2.58 | 5.26 | ||
MyFolio Market III Retail Acc | 2.25B | 3.31 | 2.22 | 4.77 | ||
MyFolio Market III Retail Platform | 2.25B | 3.48 | 2.55 | 5.16 | ||
Standard Life Small Inst S Acc | 965.64M | 8.48 | -2.09 | 10.53 | ||
MyFolio Market V Inst Acc | 620.35M | 6.96 | 6.28 | 8.27 |
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