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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.060 | 1.060 | 0.000 |
Shares | 98.940 | 98.940 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.197 | 15.718 |
Price to Book | 2.235 | 2.498 |
Price to Sales | 1.424 | 1.704 |
Price to Cash Flow | 11.457 | 10.578 |
Dividend Yield | 2.586 | 2.508 |
5 Years Earnings Growth | 8.167 | 9.542 |
Name | Net % | Category Average |
---|---|---|
Technology | 18.970 | 12.611 |
Healthcare | 15.970 | 15.413 |
Financial Services | 15.860 | 21.283 |
Industrials | 12.590 | 11.752 |
Consumer Cyclical | 8.750 | 6.784 |
Communication Services | 6.320 | 5.565 |
Energy | 5.950 | 7.617 |
Consumer Defensive | 5.860 | 8.400 |
Real Estate | 3.300 | 3.509 |
Utilities | 3.250 | 5.261 |
Basic Materials | 3.190 | 3.412 |
Number of long holdings: 34
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Cisco | US17275R1023 | 3.27 | 56.71 | +0.75% | |
Equity Residential | US29476L1070 | 3.27 | 68.53 | -1.13% | |
Honeywell | US4385161066 | 3.21 | 199.16 | -0.79% | |
Duke Energy | US26441C2044 | 3.21 | 119.85 | -0.70% | |
Walt Disney | US2546871060 | 3.21 | 90.28 | +0.30% | |
Allstate | US0200021014 | 3.19 | 192.91 | -1.00% | |
Jacobs Engineering | US46982L1089 | 3.19 | 121.57 | -0.62% | |
Truist Financial Corp | US89832Q1094 | 3.18 | 37.67 | -0.61% | |
Teledyne Technologies | US8793601050 | 3.16 | 458.60 | -0.12% | |
Lowe’s | US5486611073 | 3.16 | 220.91 | -0.51% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Delaware Small Cap Core I | 5.05B | -8.13 | 1.09 | 7.17 | ||
Delaware Emerging Markets Instl | 2.63B | 3.39 | 2.34 | 5.84 | ||
Delaware Small Cap Value Instl | 2.14B | -5.24 | 1.52 | 6.65 | ||
Optimum Large Cap Growth Instl | 1.77B | -10.64 | 7.61 | 11.85 | ||
Optimum Large Cap Value Instl | 1.7B | 2.10 | 6.77 | 8.38 |
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