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| Name | Net % | Long % | Short % |
|---|---|---|---|
| Cash | 2.830 | 2.970 | 0.140 |
| Shares | 96.850 | 96.850 | 0.000 |
| Bonds | 0.320 | 0.320 | 0.000 |
| Ratios | Value | Category Average |
|---|---|---|
| P/E Ratio | 28.709 | 29.305 |
| Price to Book | 6.458 | 7.462 |
| Price to Sales | 5.522 | 5.058 |
| Price to Cash Flow | 18.976 | 19.248 |
| Dividend Yield | 0.816 | 0.704 |
| 5 Years Earnings Growth | 10.415 | 13.230 |
| Name | Net % | Category Average |
|---|---|---|
| Technology | 53.530 | 41.381 |
| Communication Services | 16.250 | 12.941 |
| Consumer Cyclical | 13.310 | 13.932 |
| Consumer Defensive | 4.940 | 3.337 |
| Healthcare | 4.570 | 9.689 |
| Industrials | 3.670 | 7.098 |
| Utilities | 1.360 | 1.234 |
| Basic Materials | 1.270 | 1.574 |
| Energy | 0.500 | 1.280 |
| Financial Services | 0.390 | 9.430 |
| Real Estate | 0.210 | 1.346 |
Number of long holdings: 104
Number of short holdings: 1
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| NVIDIA | US67066G1040 | 9.15 | 186.26 | +2.25% | |
| Microsoft | US5949181045 | 8.11 | 523.61 | +0.59% | |
| Apple | US0378331005 | 7.47 | 262.82 | +1.25% | |
| Amazon.com | US0231351067 | 5.23 | 224.21 | +1.41% | |
| Broadcom | US11135F1012 | 4.98 | 354.13 | +2.86% | |
| Meta Platforms | US30303M1027 | 3.45 | 738.36 | +0.59% | |
| Invesco QQQ Trust | US46090E1038 | 3.00 | 617.10 | +1.07% | |
| Netflix | US64110L1061 | 2.72 | 1,094.69 | -1.70% | |
| Alphabet A | US02079K3059 | 2.67 | 259.92 | +2.70% | |
| Tesla | US88160R1014 | 2.62 | 433.72 | -3.40% |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Calvert US Large Cap Core Rspnb I | 3.22B | 12.33 | 23.74 | 14.81 | ||
| Calvert Equity I | 2.71B | 6.39 | 14.53 | 13.59 | ||
| Calvert Equity A | 1.99B | 6.19 | 14.24 | 13.26 | ||
| Calvert Small Cap I | 1.84B | -3.60 | 9.87 | 8.54 | ||
| Calvert Emerging Markets Equity Fui | 1B | 27.74 | 16.09 | 8.03 |
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