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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.660 | 2.880 | 0.220 |
Stocks | 95.230 | 96.600 | 1.370 |
Bonds | 0.240 | 0.240 | 0.000 |
Other | 1.870 | 2.390 | 0.520 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.121 | 16.540 |
Price to Book | 2.752 | 2.627 |
Price to Sales | 1.826 | 1.776 |
Price to Cash Flow | 11.205 | 10.121 |
Dividend Yield | 1.911 | 2.394 |
5 Years Earnings Growth | 10.754 | 10.701 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.490 | 18.644 |
Financial Services | 14.690 | 16.425 |
Consumer Cyclical | 11.790 | 11.767 |
Industrials | 11.720 | 10.663 |
Healthcare | 11.390 | 12.553 |
Communication Services | 7.870 | 7.387 |
Consumer Defensive | 5.900 | 10.117 |
Energy | 4.530 | 6.072 |
Basic Materials | 3.280 | 5.931 |
Utilities | 2.320 | 2.240 |
Real Estate | 2.030 | 2.012 |
Number of long holdings: 1,605
Number of short holdings: 72
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 4.07 | - | - | |
NVIDIA Corp | - | 3.47 | - | - | |
Apple Inc | - | 2.83 | - | - | |
Amazon.com Inc | - | 2.48 | - | - | |
E-mini S&P 500 Future June 24 | - | 2.08 | - | - | |
Henderson Global Equity Multi St Aud | - | 1.79 | - | - | |
Meta Platforms Inc Class A | - | 1.74 | - | - | |
Alphabet Inc Class A | - | 1.33 | - | - | |
CFD on Apple Inc | - | 1.21 | - | - | |
Alphabet Inc Class C | - | 1.17 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AMP Capital Future Directions Balan | 8.24B | -7.90 | 4.24 | 8.00 | ||
Ipac Select Index Balanced | 4.9B | 3.06 | 4.65 | 7.06 | ||
North Index Balanced | 4.9B | 3.06 | 4.65 | 7.06 | ||
Ipac Select Index Growth | 2.9B | 4.10 | 6.04 | 8.21 | ||
North Index Growth | 2.9B | 4.10 | 6.04 | 8.21 |
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