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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.39 | 0.39 | 0.00 |
Shares | 99.61 | 99.61 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.89 | 15.70 |
Price to Book | 2.40 | 2.47 |
Price to Sales | 1.70 | 1.69 |
Price to Cash Flow | 11.85 | 10.42 |
Dividend Yield | 2.58 | 2.54 |
5 Years Earnings Growth | 19.35 | 9.60 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.48 | 12.58 |
Healthcare | 15.45 | 15.39 |
Financial Services | 15.43 | 21.26 |
Industrials | 12.03 | 11.76 |
Consumer Cyclical | 8.98 | 6.80 |
Communication Services | 6.04 | 5.55 |
Consumer Defensive | 5.96 | 8.55 |
Energy | 5.64 | 7.50 |
Utilities | 3.11 | 5.32 |
Real Estate | 3.02 | 3.51 |
Basic Materials | 2.86 | 3.40 |
Number of long holdings: 37
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
J&J | US4781601046 | 3.20 | 155.90 | +2.06% | |
Lowe’s | US5486611073 | 3.14 | 228.66 | +3.06% | |
CDW Corp | US12514G1085 | 3.14 | 181.16 | +1.44% | |
CSX | US1264081035 | 3.13 | 33.47 | +2.57% | |
Baxter | US0718131099 | 3.12 | 31.23 | +3.12% | |
Duke Energy | US26441C2044 | 3.09 | 118.89 | +0.75% | |
Allstate | US0200021014 | 3.09 | 200.14 | -0.58% | |
Truist Financial Corp | US89832Q1094 | 3.09 | 44.20 | +2.81% | |
Fidelity National Info | US31620M1062 | 3.09 | 82.35 | +1.15% | |
Hershey Co | US4278661081 | 3.08 | 175.84 | +5.96% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Delaware Small Cap Core I | 5.4B | -7.44 | 4.08 | 7.47 | ||
Delaware Emerging Markets Instl | 3.3B | 11.79 | 6.64 | 6.03 | ||
Delaware Small Cap Value Instl | 2.3B | -3.85 | 3.28 | 6.92 | ||
Optimum Large Cap Growth Instl | 1.95B | -1.39 | 18.58 | 12.70 | ||
Optimum Large Cap Value Instl | 1.84B | 2.75 | 8.35 | 8.26 |
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