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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.55 | 1.42 | 0.87 |
Shares | 99.44 | 101.35 | 1.91 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.31 | 16.39 |
Price to Book | 4.28 | 2.76 |
Price to Sales | 3.02 | 1.85 |
Price to Cash Flow | 15.47 | 10.76 |
Dividend Yield | 1.94 | 3.08 |
5 Years Earnings Growth | 8.76 | 8.99 |
Name | Net % | Category Average |
---|---|---|
Technology | 35.24 | 20.52 |
Financial Services | 13.45 | 17.76 |
Consumer Cyclical | 10.57 | 8.59 |
Communication Services | 10.10 | 7.52 |
Healthcare | 9.39 | 11.28 |
Industrials | 6.55 | 7.12 |
Consumer Defensive | 5.99 | 9.09 |
Energy | 3.29 | 6.65 |
Utilities | 2.35 | 5.12 |
Real Estate | 1.79 | 3.24 |
Basic Materials | 1.28 | 3.29 |
Number of long holdings: 215
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 7.73 | 177.99 | +1.72% | |
Microsoft | US5949181045 | 7.56 | 507.23 | +0.59% | |
Apple | US0378331005 | 6.18 | 227.76 | +1.27% | |
Amazon.com | US0231351067 | 3.69 | 228.84 | +3.10% | |
Meta Platforms | US30303M1027 | 3.34 | 754.79 | +2.12% | |
Alphabet A | US02079K3059 | 3.08 | 206.09 | +3.17% | |
Broadcom | US11135F1012 | 2.75 | 294.00 | +1.52% | |
Tesla | US88160R1014 | 1.71 | 340.01 | +6.22% | |
JPMorgan | US46625H1005 | 1.54 | 296.24 | +1.64% | |
Exxon Mobil | US30231G1022 | 1.38 | 111.28 | +1.88% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Goldman Sachs Dynamic Municipal | 5.88B | -0.84 | 2.38 | 2.75 | ||
Goldman Sachs Intl Sm Cp Insghts In | 4.71B | 24.88 | 14.06 | 7.18 | ||
Goldman Sachs Emerging Markets Eq I | 2.08B | 14.48 | 7.65 | 5.54 | ||
Goldman Sachs Intl Eq Insghts Instl | 2.65B | 21.25 | 15.93 | 7.38 | ||
Goldman Sachs Dynamic Municipal Ini | 1.9B | -0.89 | 2.29 | 2.67 |
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