
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.34 | 2.60 | 0.26 |
Shares | 97.42 | 97.42 | 0.00 |
Preferred | 0.15 | 0.15 | 0.00 |
Other | 0.08 | 0.08 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.47 | 18.26 |
Price to Book | 2.98 | 3.01 |
Price to Sales | 2.17 | 2.24 |
Price to Cash Flow | 12.36 | 12.20 |
Dividend Yield | 1.76 | 2.19 |
5 Years Earnings Growth | 9.90 | 10.23 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.07 | 22.46 |
Financial Services | 13.94 | 16.80 |
Industrials | 11.61 | 12.61 |
Consumer Cyclical | 11.13 | 9.98 |
Healthcare | 9.40 | 11.22 |
Communication Services | 8.61 | 8.94 |
Real Estate | 4.94 | 2.34 |
Consumer Defensive | 4.63 | 7.68 |
Basic Materials | 3.14 | 4.01 |
Energy | 2.79 | 3.95 |
Utilities | 1.74 | 3.25 |
Number of long holdings: 26
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard S&P 500 | US9229083632 | 15.33 | 593.21 | +1.53% | |
Schwab US Large-Cap | US8085242019 | 11.61 | 25.56 | +1.59% | |
Vanguard FTSE Developed Markets | US9219438580 | 11.44 | 59.56 | +1.62% | |
American Funds Growth Fund of Amer F3 | - | 6.44 | - | - | |
Schwab US Large-Cap Growth | US8085243009 | 6.33 | 30.49 | +1.60% | |
iShares Core S&P Small-Cap | US4642878049 | 6.25 | 118.50 | +3.84% | |
iShares Core MSCI Emerging Markets ETF | - | 4.69 | - | - | |
iShares MSCI ACWI | US4642882579 | 4.03 | 134.22 | +1.65% | |
Vanguard Russell 1000 Growth | US92206C6802 | 3.84 | 114.58 | +1.53% | |
American Funds SMALLCAP World F3 | - | 3.80 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GuidePath Tactical Allocation Svc | 711.1M | 0.15 | 10.88 | 7.01 | ||
GuidePath Conservative Allocation | 552.96M | 6.37 | 7.16 | 4.43 | ||
GuideMark Large Cap Core Service | 532.14M | 5.69 | 15.11 | 11.60 | ||
GuideMark World ex-US Service | 258.92M | 5.32 | 0.78 | 4.42 | ||
GuideMark Emerging Markets Service | 54.4M | 8.76 | -0.37 | 4.14 |
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