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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.64 | 0.64 | 0.00 |
Shares | 99.36 | 99.36 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.63 | 20.17 |
Price to Book | 4.52 | 3.87 |
Price to Sales | 3.38 | 2.57 |
Price to Cash Flow | 14.70 | 13.63 |
Dividend Yield | 1.29 | 1.58 |
5 Years Earnings Growth | 11.16 | 10.75 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.85 | 28.02 |
Financial Services | 13.70 | 14.98 |
Healthcare | 11.87 | 12.33 |
Industrials | 10.17 | 9.77 |
Consumer Cyclical | 9.59 | 10.35 |
Communication Services | 8.12 | 8.50 |
Consumer Defensive | 5.61 | 6.35 |
Energy | 4.18 | 3.79 |
Basic Materials | 3.58 | 2.39 |
Utilities | 3.34 | 2.70 |
Real Estate | 2.00 | 2.31 |
Number of long holdings: 162
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.98 | 201.08 | +0.04% | |
Microsoft | US5949181045 | 6.35 | 495.94 | -0.30% | |
NVIDIA | US67066G1040 | 4.75 | 157.75 | +1.76% | |
Amazon.com | US0231351067 | 3.71 | 223.30 | +2.85% | |
Meta Platforms | US30303M1027 | 2.80 | 733.63 | +1.04% | |
Berkshire Hathaway B | US0846707026 | 2.32 | 485.68 | +0.13% | |
JPMorgan | US46625H1005 | 2.27 | 287.11 | -0.57% | |
Eli Lilly | US5324571083 | 2.06 | 775.45 | -2.47% | |
Mastercard | US57636Q1040 | 1.97 | 550.32 | +0.83% | |
Walmart | US9311421039 | 1.78 | 97.27 | +1.30% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Goldman Sachs Dynamic Municipal | 5.93B | -0.96 | 2.49 | 2.71 | ||
Goldman Sachs Intl Sm Cp Insghts In | 4.23B | 20.80 | 10.85 | 6.77 | ||
Goldman Sachs Emerging Markets Eq I | 2.07B | 7.00 | 2.91 | 4.10 | ||
Goldman Sachs Dynamic Municipal Ini | 1.92B | -0.99 | 2.41 | 2.63 | ||
Goldman Sachs US Eq Div and Prem In | 1.56B | 0.10 | 12.06 | 10.38 |
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