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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.920 | 20.910 | 16.990 |
Shares | 25.560 | 25.560 | 0.000 |
Bonds | 70.460 | 70.570 | 0.110 |
Convertible | 0.030 | 0.030 | 0.000 |
Other | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.894 | 17.587 |
Price to Book | 2.521 | 2.471 |
Price to Sales | 1.885 | 1.835 |
Price to Cash Flow | 11.001 | 10.801 |
Dividend Yield | 2.178 | 2.267 |
5 Years Earnings Growth | 9.196 | 9.127 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.040 | 23.537 |
Financial Services | 17.670 | 17.642 |
Industrials | 11.770 | 11.705 |
Consumer Cyclical | 10.600 | 10.575 |
Healthcare | 9.300 | 9.368 |
Communication Services | 7.810 | 7.785 |
Consumer Defensive | 5.930 | 6.080 |
Basic Materials | 3.770 | 3.835 |
Energy | 3.640 | 3.816 |
Real Estate | 2.800 | 2.793 |
Utilities | 2.680 | 2.867 |
Number of long holdings: 4
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx I | - | 52.03 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 22.12 | - | - | |
Vanguard Instl Ttl Stk Mkt Idx InstlPls | - | 15.60 | - | - | |
Vanguard Total Intl Stock Idx InstlPls | - | 10.28 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NY New Yorks 529 Program Direct Gro | 5.39B | 7.05 | 25.97 | 16.08 | ||
NV Vanguard 529 College Savings Plp | 5.3B | 6.13 | 19.55 | 13.47 | ||
NV Vanguard 529 College Savings Psm | 3.28B | 5.58 | 18.92 | 12.78 | ||
NY New Yorks 529 Program Direct Val | 2.28B | 5.55 | 13.00 | 10.50 | ||
NV Vanguard 529 College Savings Pgi | 1.95B | 7.03 | 25.92 | 16.00 |
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