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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.46 | 0.75 | 0.29 |
Shares | 99.55 | 100.70 | 1.15 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.19 | 16.05 |
Price to Book | 4.21 | 2.75 |
Price to Sales | 2.86 | 1.83 |
Price to Cash Flow | 15.45 | 10.60 |
Dividend Yield | 2.05 | 3.09 |
5 Years Earnings Growth | 10.54 | 9.44 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.28 | 20.19 |
Healthcare | 11.96 | 11.73 |
Financial Services | 11.86 | 17.76 |
Consumer Cyclical | 10.61 | 8.81 |
Communication Services | 9.72 | 6.98 |
Industrials | 6.65 | 7.09 |
Consumer Defensive | 6.22 | 9.25 |
Energy | 4.11 | 6.78 |
Utilities | 2.70 | 5.16 |
Real Estate | 2.07 | 3.03 |
Basic Materials | 1.81 | 3.41 |
Number of long holdings: 245
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.79 | 391.85 | +1.17% | |
Apple | US0378331005 | 6.76 | 209.28 | +0.44% | |
NVIDIA | US67066G1040 | 6.31 | 111.01 | +4.30% | |
Amazon.com | US0231351067 | 3.45 | 188.99 | +1.31% | |
Alphabet A | US02079K3059 | 3.04 | 161.96 | +1.68% | |
Meta Platforms | US30303M1027 | 2.70 | 547.27 | +2.65% | |
Broadcom | US11135F1012 | 1.78 | 192.31 | +2.21% | |
Tesla | US88160R1014 | 1.51 | 284.95 | +9.80% | |
Eli Lilly | US5324571083 | 1.43 | 884.54 | +2.89% | |
UnitedHealth | US91324P1021 | 1.26 | 418.64 | -1.32% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Goldman Sachs Dynamic Municipal | 5.79B | -0.15 | 2.22 | 2.73 | ||
Goldman Sachs Intl Sm Cp Insghts In | 3.79B | 6.85 | 4.41 | 6.05 | ||
Goldman Sachs Dynamic Municipal Ini | 1.89B | -0.17 | 2.14 | 2.65 | ||
Goldman Sachs Emerging Markets Eq I | 1.9B | 1.86 | -1.25 | 4.11 | ||
Goldman Sachs US Eq Div and Prem In | 1.41B | -3.74 | 7.94 | 10.17 |
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