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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 8.740 | 8.770 | 0.030 |
Stocks | 89.490 | 89.490 | 0.000 |
Bonds | 1.750 | 1.750 | 0.000 |
Other | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.383 | 17.692 |
Price to Book | 3.490 | 2.835 |
Price to Sales | 2.097 | 2.016 |
Price to Cash Flow | 14.581 | 11.625 |
Dividend Yield | 1.672 | 2.115 |
5 Years Earnings Growth | 11.401 | 10.947 |
Name | Net % | Category Average |
---|---|---|
Technology | 37.470 | 21.951 |
Communication Services | 15.940 | 7.297 |
Consumer Cyclical | 14.250 | 10.648 |
Financial Services | 9.360 | 15.485 |
Industrials | 8.670 | 12.117 |
Healthcare | 7.260 | 14.349 |
Consumer Defensive | 5.700 | 8.449 |
Energy | 0.580 | 4.038 |
Basic Materials | 0.270 | 4.376 |
Utilities | 0.250 | 2.587 |
Real Estate | 0.230 | 2.805 |
Number of long holdings: 34
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SPDR® S&P 500 ETF Trust | - | 8.32 | - | - | |
SPDR® Dow Jones Industrial Avrg ETF Tr | - | 7.51 | - | - | |
Meta Platforms | US30303M1027 | 5.35 | 474.90 | -0.54% | |
Caterpillar | US1491231015 | 4.61 | 325.96 | -1.63% | |
Home Depot | US4370761029 | 4.59 | 327.20 | -0.25% | |
Walt Disney | US2546871060 | 4.17 | 102.72 | -0.05% | |
Invesco QQQ Trust | - | 4.04 | - | - | |
Coca-Cola | US1912161007 | 4.00 | 63.58 | +1.03% | |
Cigna | US1255231003 | 3.86 | 332.28 | -2.30% | |
Palantir | US69608A1088 | 3.82 | 21.80 | +2.25% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Alumot Kabin 20 80 | 272.65M | 3.54 | 2.31 | - | ||
Forte Equity | 197.52M | 7.28 | 2.17 | - | ||
Axioma Bonds + 30 | 83.13M | 3.61 | 3.44 | 2.57 | ||
Alumot 30 70 | 82.62M | 4.50 | 3.08 | 3.61 | ||
Kabin Global Equity | 69.49M | 4.30 | 1.04 | - |
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