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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 100.040 | 100.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.787 | 22.298 |
Price to Book | 4.402 | 3.433 |
Price to Sales | 2.235 | 1.966 |
Price to Cash Flow | 12.896 | 13.500 |
Dividend Yield | 1.582 | 1.187 |
5 Years Earnings Growth | 10.251 | 12.789 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.820 | 24.896 |
Healthcare | 16.440 | 15.823 |
Communication Services | 14.570 | 8.716 |
Industrials | 11.100 | 12.025 |
Consumer Cyclical | 10.920 | 12.676 |
Consumer Defensive | 10.410 | 5.994 |
Financial Services | 9.660 | 14.537 |
Real Estate | 3.000 | 3.473 |
Basic Materials | 0.740 | 3.074 |
Energy | 0.350 | 4.165 |
Number of long holdings: 119
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.15 | 212.49 | -0.82% | |
Microsoft | US5949181045 | 4.67 | 442.57 | +0.22% | |
Alphabet A | US02079K3059 | 2.92 | 176.79 | +0.93% | |
Amazon.com | US0231351067 | 2.73 | 183.66 | -0.09% | |
Berkshire Hathaway B | US0846707026 | 2.41 | 405.54 | -0.09% | |
Walmart | US9311421039 | 2.28 | 67.02 | +0.48% | |
Verizon | US92343V1044 | 2.08 | 39.67 | -0.28% | |
Robert Half | US7703231032 | 2.06 | 64.83 | +0.90% | |
Gen Digital | US6687711084 | 2.05 | 24.39 | -0.41% | |
AutoZone | US0533321024 | 1.80 | 2,835.82 | +0.80% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Uni Glbl Eq EM RA USD | 39.77M | 2.87 | -1.60 | 0.75 | ||
Uni Glbl Eq EM SA USD | 39.77M | 2.68 | -3.39 | -0.16 | ||
Uni Global Equities World RA USD | 29.87M | 2.64 | 2.65 | 5.02 | ||
Uni Global Equities World SA USD | 29.87M | 4.02 | -0.08 | 4.23 | ||
Uni Global Equities US SA USD | 18.37M | -5.18 | 6.65 | 8.57 |
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