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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.17 | 5.61 | 3.44 |
Shares | 60.05 | 60.05 | 0.00 |
Bonds | 37.77 | 37.77 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.98 | 14.94 |
Price to Book | 3.08 | 2.08 |
Price to Sales | 2.90 | 1.54 |
Price to Cash Flow | 17.98 | 9.18 |
Dividend Yield | 1.65 | 3.10 |
5 Years Earnings Growth | 10.38 | 10.51 |
Name | Net % | Category Average |
---|---|---|
Industrials | 27.49 | 12.43 |
Technology | 19.64 | 16.33 |
Financial Services | 16.82 | 16.95 |
Healthcare | 16.10 | 10.86 |
Consumer Cyclical | 7.48 | 10.29 |
Basic Materials | 6.13 | 5.77 |
Utilities | 2.64 | 3.42 |
Consumer Defensive | 2.52 | 7.94 |
Communication Services | 1.19 | 6.44 |
Number of long holdings: 358
Number of short holdings: 44
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schneider Electric | FR0000121972 | 2.21 | 236.90 | +1.65% | |
Visa A | US92826C8394 | 2.16 | 275.58 | -0.13% | |
Thermo Fisher Scientific | US8835561023 | 2.10 | 590.80 | +0.12% | |
London Stock Exchange | GB00B0SWJX34 | 2.08 | 9,314.0 | +0.26% | |
Microsoft | US5949181045 | 2.07 | 430.52 | +0.35% | |
Compass | GB00BD6K4575 | 2.01 | 2,240.31 | -0.87% | |
AstraZeneca | GB0009895292 | 1.94 | 12,404.0 | +0.36% | |
Experian | GB00B19NLV48 | 1.90 | 3,699.8 | +0.78% | |
Ferguson | JE00BJVNSS43 | 1.88 | 16,555.0 | +0.03% | |
Standard Chartered | GB0004082847 | 1.88 | 775.60 | +0.39% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Diversified Trust Class C Acc | 3.57B | 4.32 | 4.16 | 7.99 | ||
Diversified Trust Class C Inc | 3.57B | 4.31 | 4.17 | 7.96 | ||
Leaders Trust Class C Acc | 3.33B | 5.21 | 8.08 | 9.28 | ||
Leaders Trust Class C Inc | 3.33B | 5.25 | 8.09 | 9.30 | ||
Leaders Trust Class A Inc | 3.33B | 1.27 | 7.45 | 7.67 |
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