
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.230 | 1.680 | 0.450 |
Shares | 74.810 | 74.820 | 0.010 |
Bonds | 19.390 | 23.050 | 3.660 |
Convertible | 0.010 | 0.010 | 0.000 |
Preferred | 0.030 | 0.030 | 0.000 |
Other | 4.540 | 4.540 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.448 | - |
Price to Book | 2.935 | - |
Price to Sales | 2.122 | - |
Price to Cash Flow | 12.295 | - |
Dividend Yield | 1.878 | - |
5 Years Earnings Growth | 9.498 | - |
Name | Net % | Category Average |
---|---|---|
Technology | 24.940 | - |
Financial Services | 16.630 | - |
Industrials | 12.650 | - |
Consumer Cyclical | 10.710 | - |
Healthcare | 9.870 | - |
Communication Services | 8.390 | - |
Consumer Defensive | 5.880 | - |
Basic Materials | 3.100 | - |
Energy | 3.060 | - |
Utilities | 2.520 | - |
Real Estate | 2.250 | - |
Number of long holdings: 4
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Diversified US Large Cap Stock CL 0 | - | 42.84 | - | - | |
Diversified International Equity CL 0 | - | 23.09 | - | - | |
Diversified Fixed Income CL 0 | - | 20.07 | - | - | |
Diversified US Small and Mid Cap St CL 0 | - | 14.00 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Diamond Hill Large Cap Portfolio 55 | 322.65M | 2.77 | 8.65 | 9.95 | ||
Moderate Managed Account Portfolio | 957.2M | 7.03 | 9.19 | 7.49 | ||
Aggressive Managed Account Portfoli | 634.17M | 8.82 | 12.60 | 9.73 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review