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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.490 | 11.170 | 10.680 |
Shares | 25.660 | 25.660 | 0.000 |
Bonds | 73.770 | 73.940 | 0.170 |
Convertible | 0.060 | 0.060 | 0.000 |
Other | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.751 | 15.894 |
Price to Book | 2.492 | 2.118 |
Price to Sales | 1.851 | 1.559 |
Price to Cash Flow | 10.937 | 8.424 |
Dividend Yield | 2.217 | 2.724 |
5 Years Earnings Growth | 9.170 | 9.515 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.160 | 19.087 |
Financial Services | 17.660 | 15.956 |
Industrials | 11.470 | 10.516 |
Consumer Cyclical | 10.510 | 10.360 |
Healthcare | 10.120 | 11.503 |
Communication Services | 7.630 | 7.025 |
Consumer Defensive | 6.150 | 6.892 |
Basic Materials | 3.870 | 3.583 |
Energy | 3.740 | 4.223 |
Real Estate | 2.910 | 7.727 |
Utilities | 2.760 | 3.128 |
Number of long holdings: 4
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx I | - | 52.16 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 22.14 | - | - | |
Vanguard Total Stock Market Idx I | - | 15.67 | - | - | |
Vanguard Total Intl Stock Index I | - | 10.34 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NV Vanguard 529 College Savings Plp | 5B | 1.01 | 14.26 | 12.69 | ||
NY New Yorks 529 Program Direct Gro | 4.85B | 0.84 | 19.88 | 15.20 | ||
NV Vanguard 529 College Savings Psm | 3.11B | 0.48 | 13.62 | 12.03 | ||
NY New Yorks 529 Program Direct Val | 2.33B | 1.86 | 8.61 | 9.87 | ||
NV Vanguard 529 College Savings Pgi | 1.75B | 0.82 | 19.84 | 15.12 |
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