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| Name | Net % | Long % | Short % |
|---|---|---|---|
| Cash | 0.80 | 0.80 | 0.00 |
| Shares | 99.20 | 99.20 | 0.00 |
| Ratios | Value | Category Average |
|---|---|---|
| P/E Ratio | 19.06 | 16.28 |
| Price to Book | 3.11 | 2.53 |
| Price to Sales | 2.57 | 1.76 |
| Price to Cash Flow | 13.79 | 10.52 |
| Dividend Yield | 1.94 | 2.47 |
| 5 Years Earnings Growth | 8.80 | 9.25 |
| Name | Net % | Category Average |
|---|---|---|
| Financial Services | 20.29 | 21.38 |
| Healthcare | 17.26 | 14.53 |
| Industrials | 13.52 | 11.86 |
| Technology | 9.08 | 13.25 |
| Utilities | 7.87 | 5.21 |
| Consumer Defensive | 6.99 | 8.13 |
| Energy | 6.24 | 7.32 |
| Basic Materials | 5.73 | 3.40 |
| Real Estate | 4.72 | 3.36 |
| Consumer Cyclical | 4.60 | 7.25 |
| Communication Services | 3.70 | 5.98 |
Number of long holdings: 74
Number of short holdings: 0
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Exxon Mobil | US30231G1022 | 3.47 | 112.41 | +0.15% | |
| JPMorgan | US46625H1005 | 3.22 | 302.55 | +1.68% | |
| Danaher | US2358511028 | 2.27 | 209.20 | +0.07% | |
| Berkshire Hathaway B | US0846707026 | 2.25 | 493.21 | +0.16% | |
| J&J | US4781601046 | 2.23 | 193.93 | +0.37% | |
| GE Vernova LLC | US36828A1016 | 2.12 | 596.27 | -0.58% | |
| American Express | US0258161092 | 2.01 | 349.52 | +0.84% | |
| UnitedHealth | US91324P1021 | 1.90 | 363.69 | +1.99% | |
| Alphabet A | US02079K3059 | 1.88 | 256.07 | +1.09% | |
| Caterpillar | US1491231015 | 1.85 | 530.55 | +0.95% |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Goldman Sachs Dynamic Municipal | 6.13B | 2.15 | 5.35 | 2.98 | ||
| Goldman Sachs Intl Sm Cp Insghts In | 4.86B | 36.05 | 24.47 | 8.89 | ||
| Goldman Sachs Intl Eq Insghts Instl | 2.87B | 32.52 | 25.86 | 9.46 | ||
| Goldman Sachs Emerging Markets Eq I | 2.25B | 27.11 | 16.72 | 7.91 | ||
| Goldman Sachs Dynamic Municipal Ini | 1.99B | 2.09 | 5.24 | 2.89 |
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