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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.47 | 25.31 | 24.84 |
Stocks | 98.63 | 98.63 | 0.00 |
Preferred | 0.25 | 0.25 | 0.00 |
Other | 0.65 | 0.69 | 0.04 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.30 | 17.78 |
Price to Book | 3.20 | 2.86 |
Price to Sales | 1.69 | 2.03 |
Price to Cash Flow | 9.48 | 11.66 |
Dividend Yield | 2.43 | 2.11 |
5 Years Earnings Growth | 10.55 | 10.95 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.26 | 22.06 |
Financial Services | 15.11 | 15.46 |
Industrials | 12.82 | 12.10 |
Healthcare | 10.70 | 14.31 |
Consumer Cyclical | 8.23 | 10.67 |
Communication Services | 8.08 | 7.26 |
Basic Materials | 5.93 | 4.38 |
Energy | 5.42 | 4.03 |
Consumer Defensive | 4.38 | 8.42 |
Utilities | 1.98 | 2.56 |
Real Estate | 1.10 | 2.80 |
Number of long holdings: 212
Number of short holdings: 18
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Scottish Widows Emerg Markets X | GB0031963605 | 7.66 | - | - | |
Apple | US0378331005 | 5.24 | 189.30 | -0.84% | |
Microsoft | US5949181045 | 3.84 | 432.50 | +0.46% | |
Alphabet A | US02079K3059 | 3.45 | 175.56 | -0.46% | |
Meta Platforms | US30303M1027 | 2.25 | 469.03 | +0.27% | |
NVIDIA | US67066G1040 | 2.18 | 1,043.70 | +9.92% | |
Broadcom | US11135F1012 | 1.67 | 1,403.00 | +0.77% | |
Mastercard | US57636Q1040 | 1.47 | 454.88 | -0.36% | |
Novo Nordisk B | DK0062498333 | 1.46 | 935.2 | +1.32% | |
AbbVie | US00287Y1091 | 1.32 | 159.50 | -0.07% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Halifax UK FTSE 100 Index Tracking | 1.17B | 7.69 | 9.91 | 5.43 | ||
Halifax European Fund A | 323.63M | 5.67 | 7.64 | 8.49 | ||
Halifax Far Eastern Fund F | 172.24M | 5.45 | -0.94 | 6.80 |
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