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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.93 | 0.93 | 0.00 |
Shares | 99.07 | 99.07 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.29 | 15.92 |
Price to Book | 2.48 | 2.48 |
Price to Sales | 1.74 | 1.71 |
Price to Cash Flow | 12.03 | 10.44 |
Dividend Yield | 2.62 | 2.51 |
5 Years Earnings Growth | 8.76 | 9.40 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 16.01 | 21.38 |
Technology | 15.44 | 12.93 |
Healthcare | 14.44 | 14.93 |
Industrials | 12.22 | 11.92 |
Communication Services | 9.51 | 5.62 |
Consumer Cyclical | 9.22 | 6.87 |
Consumer Defensive | 8.67 | 8.42 |
Energy | 5.57 | 7.46 |
Real Estate | 3.02 | 3.43 |
Utilities | 3.00 | 5.29 |
Basic Materials | 2.90 | 3.41 |
Number of long holdings: 38
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alphabet A | US02079K3059 | 3.36 | 196.53 | +0.40% | |
Allstate | US0200021014 | 3.26 | 192.28 | -0.84% | |
Cisco | US17275R1023 | 3.23 | 68.28 | +0.47% | |
Travelers | US89417E1091 | 3.20 | 258.92 | -0.35% | |
Charles Schwab | US8085131055 | 3.20 | 98.57 | +0.67% | |
Bank of America | US0605051046 | 3.19 | 47.96 | +0.02% | |
Genuine Parts | US3724601055 | 3.14 | 132.03 | -1.07% | |
Dover | US2600031080 | 3.14 | 182.22 | -0.99% | |
Jacobs Engineering | US46982L1089 | 3.13 | 141.40 | -0.97% | |
Walt Disney | US2546871060 | 3.13 | 119.54 | -0.31% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Delaware Small Cap Core I | 4.86B | -3.72 | 8.03 | 7.66 | ||
Delaware Emerging Markets Instl | 3.21B | 30.80 | 15.69 | 7.85 | ||
Delaware Small Cap Value Instl | 1.9B | -0.26 | 8.70 | 7.31 | ||
Optimum Large Cap Growth Instl | 1.99B | 4.30 | 24.24 | 13.46 | ||
Optimum Large Cap Value Instl | 1.87B | 6.20 | 12.74 | 8.86 |
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