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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 100.00 | 100.00 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 27.82 | 29.30 |
Price to Book | 6.73 | 7.43 |
Price to Sales | 5.44 | 4.91 |
Price to Cash Flow | 20.32 | 18.71 |
Dividend Yield | 0.66 | 0.71 |
5 Years Earnings Growth | 15.16 | 12.79 |
Name | Net % | Category Average |
---|---|---|
Technology | 43.63 | 40.59 |
Healthcare | 11.86 | 10.04 |
Consumer Cyclical | 11.29 | 14.12 |
Financial Services | 11.27 | 9.65 |
Communication Services | 9.40 | 12.82 |
Industrials | 6.47 | 7.12 |
Real Estate | 3.57 | 1.42 |
Consumer Defensive | 2.51 | 3.50 |
Number of long holdings: 37
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 12.38 | 509.64 | +0.57% | |
NVIDIA | US67066G1040 | 8.19 | 180.17 | -0.79% | |
Alphabet A | US02079K3059 | 6.48 | 211.64 | +2.01% | |
Apple | US0378331005 | 5.81 | 232.56 | +0.90% | |
Amazon.com | US0231351067 | 5.56 | 231.60 | +1.08% | |
Visa A | US92826C8394 | 4.92 | 349.86 | -0.14% | |
UnitedHealth | US91324P1021 | 3.95 | 302.29 | -0.52% | |
Motorola | US6200763075 | 3.68 | 470.10 | +1.23% | |
CoStar | US22160N1090 | 3.57 | 90.33 | +0.98% | |
Intuit | US4612021034 | 3.49 | 668.20 | +0.76% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Delaware Small Cap Core I | 5.02B | -2.80 | 5.49 | 7.75 | ||
Delaware Emerging Markets Instl | 3.17B | 28.05 | 15.15 | 8.66 | ||
Optimum Large Cap Growth Instl | 2.01B | 7.08 | 20.58 | 13.35 | ||
Delaware Small Cap Value Instl | 1.95B | 0.46 | 5.94 | 7.59 | ||
Optimum Large Cap Value Instl | 1.89B | 6.36 | 10.55 | 8.79 |
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