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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 8.600 | 9.920 | 1.320 |
Shares | 0.160 | 2.830 | 2.670 |
Bonds | 88.710 | 90.440 | 1.730 |
Convertible | 0.480 | 0.480 | 0.000 |
Preferred | 0.940 | 0.940 | 0.000 |
Other | 1.120 | 1.120 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.746 | 14.857 |
Price to Book | 2.013 | 1.951 |
Price to Sales | 1.366 | 2.651 |
Price to Cash Flow | 10.004 | 14.626 |
Dividend Yield | 2.720 | 2.754 |
5 Years Earnings Growth | 9.903 | 13.972 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 765.020 | 169.368 |
Energy | 665.510 | 138.139 |
Healthcare | 553.420 | 136.255 |
Industrials | 495.330 | 97.904 |
Utilities | 364.800 | 102.533 |
Consumer Defensive | 307.050 | 87.669 |
Basic Materials | 203.210 | 56.178 |
Real Estate | 186.670 | 60.404 |
Communication Services | -629.750 | -134.358 |
Consumer Cyclical | -647.850 | -89.205 |
Technology | -2,163.420 | -430.802 |
Number of long holdings: 1
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
T. Rowe Price Spectrum Income I | - | 100.00 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MD Maryland College Investment Plab | 83.62M | 2.12 | 2.12 | 3.12 | ||
AK John Hancock Freedom 529 Fixed I | 59.7M | 2.32 | 0.53 | 1.98 | ||
AK T Rowe Price 529 Fixed Income Po | 44.28M | 2.13 | 2.12 | 3.11 |
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