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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.12 | 0.47 | 0.35 |
Shares | 99.79 | 100.35 | 0.56 |
Bonds | 0.05 | 0.05 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.03 | 0.03 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.59 | 16.42 |
Price to Book | 3.20 | 2.55 |
Price to Sales | 2.18 | 1.67 |
Price to Cash Flow | 12.92 | 9.75 |
Dividend Yield | 1.82 | 2.42 |
5 Years Earnings Growth | 11.51 | 10.82 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.88 | 23.03 |
Financial Services | 12.31 | 13.85 |
Consumer Cyclical | 10.77 | 10.92 |
Healthcare | 10.69 | 11.32 |
Industrials | 9.51 | 11.04 |
Communication Services | 8.88 | 7.95 |
Consumer Defensive | 6.37 | 7.20 |
Energy | 4.65 | 6.80 |
Basic Materials | 3.42 | 4.76 |
Utilities | 2.51 | 2.83 |
Real Estate | 2.01 | 4.48 |
Number of long holdings: 450
Number of short holdings: 7
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SPDR® Portfolio S&P 500 Growth ETF | - | 23.29 | - | - | |
SPDR® Portfolio Developed Wld ex-US ETF | - | 16.85 | - | - | |
iShares MSCI USA Quality Factor ETF | - | 15.21 | - | - | |
SPDR® Portfolio S&P 500 Value ETF | - | 13.97 | - | - | |
Invesco QQQ Trust | - | 11.80 | - | - | |
SPDR® Portfolio Emerging Markets ETF | - | 6.83 | - | - | |
iShares MSCI USA Min Vol Factor ETF | - | 4.87 | - | - | |
Invesco S&P 500® Equal Weight ETF | - | 2.51 | - | - | |
iShares MSCI EAFE Min Vol Factor ETF | - | 1.88 | - | - | |
Energy Select Sector SPDR® ETF | - | 1.08 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Horizon Active Asset Allocation N | 992.94M | 3.30 | 3.06 | 7.20 |
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