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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.730 | 0.730 | 0.000 |
Shares | 99.270 | 99.270 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.950 | 15.435 |
Price to Book | 2.404 | 2.418 |
Price to Sales | 1.354 | 1.637 |
Price to Cash Flow | 10.761 | 10.193 |
Dividend Yield | 2.673 | 2.611 |
5 Years Earnings Growth | 7.627 | 9.604 |
Name | Net % | Category Average |
---|---|---|
Technology | 18.560 | 12.746 |
Healthcare | 17.210 | 15.280 |
Industrials | 12.450 | 11.756 |
Financial Services | 12.380 | 20.398 |
Consumer Cyclical | 9.080 | 6.412 |
Consumer Defensive | 8.320 | 8.560 |
Communication Services | 6.060 | 5.438 |
Energy | 5.990 | 8.416 |
Real Estate | 3.390 | 3.714 |
Basic Materials | 3.340 | 3.808 |
Utilities | 3.230 | 5.162 |
Number of long holdings: 34
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Oracle | US68389X1054 | 3.38 | 167.59 | +1.86% | |
Equity Residential | US29476L1070 | 3.37 | 77.06 | -0.03% | |
DuPont De Nemours | US26614N1028 | 3.31 | 83.18 | +0.41% | |
Honeywell | US4385161066 | 3.30 | 203.70 | +1.02% | |
TJX | US8725401090 | 3.29 | 118.29 | +0.89% | |
Motorola | US6200763075 | 3.27 | 438.81 | +0.51% | |
Fidelity National Info | US31620M1062 | 3.24 | 84.41 | -0.02% | |
Truist Financial Corp | US89832Q1094 | 3.23 | 42.93 | +2.17% | |
Duke Energy | US26441C2044 | 3.21 | 115.14 | -0.64% | |
Verizon | US92343V1044 | 3.19 | 43.94 | +0.14% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Delaware Small Cap Core I | 5.67B | 9.44 | 2.54 | 8.97 | ||
Delaware Emerging Markets Instl | 2.89B | 13.71 | -1.26 | 3.74 | ||
Delaware Small Cap Value Instl | 2.63B | 11.45 | 4.91 | 7.42 | ||
Optimum Large Cap Growth Instl | 1.96B | 21.72 | 4.18 | 13.08 | ||
Delaware Value Inst | 1.85B | 10.46 | 5.04 | 7.49 |
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