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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.53 | 6.55 | 0.02 |
Shares | 43.26 | 43.31 | 0.05 |
Bonds | 46.93 | 63.29 | 16.36 |
Preferred | 3.26 | 3.26 | 0.00 |
Other | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.42 | 17.30 |
Price to Book | 3.01 | 2.66 |
Price to Sales | 2.07 | 1.92 |
Price to Cash Flow | 11.67 | 11.23 |
Dividend Yield | 2.56 | 2.43 |
5 Years Earnings Growth | 9.05 | 10.17 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 16.40 | 16.24 |
Technology | 13.66 | 19.96 |
Healthcare | 12.42 | 11.65 |
Industrials | 10.88 | 10.71 |
Energy | 9.52 | 5.58 |
Consumer Defensive | 9.33 | 6.88 |
Utilities | 8.44 | 3.79 |
Communication Services | 6.66 | 6.72 |
Consumer Cyclical | 4.83 | 9.20 |
Basic Materials | 4.17 | 3.72 |
Real Estate | 3.71 | 6.25 |
Number of long holdings: 648
Number of short holdings: 11
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Goldman Sachs Nasdaq-100 Core Prm IncETF | - | 3.64 | - | - | |
Goldman Sachs MLP Energy Infras R6 | - | 1.47 | - | - | |
JPMorgan | US46625H1005 | 1.23 | 244.62 | +0.58% | |
Alphabet A | US02079K3059 | 1.05 | 160.16 | -0.28% | |
Exxon Mobil | US30231G1022 | 0.74 | 108.36 | -0.25% | |
McDonald’s | US5801351017 | 0.68 | 314.50 | -0.73% | |
Rio Tinto ADR | US7672041008 | 0.67 | 60.88 | +0.02% | |
J&J | US4781601046 | 0.67 | 155.91 | +0.36% | |
Shell ADR | US7802593050 | 0.64 | 65.51 | -0.77% | |
UnitedHealth | US91324P1021 | 0.64 | 409.23 | -2.56% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Goldman Sachs Dynamic Municipal | 5.81B | -0.15 | 2.22 | 2.73 | ||
Goldman Sachs Intl Sm Cp Insghts In | 3.91B | 6.85 | 4.41 | 6.05 | ||
Goldman Sachs Dynamic Municipal Ini | 1.9B | -0.17 | 2.14 | 2.65 | ||
Goldman Sachs Emerging Markets Eq I | 1.91B | 1.86 | -1.25 | 4.11 | ||
Goldman Sachs US Eq Div and Prem In | 1.45B | -3.74 | 7.94 | 10.17 |
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