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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.32 | 3.56 | 0.24 |
Shares | 51.97 | 51.97 | 0.00 |
Bonds | 44.23 | 44.23 | 0.00 |
Convertible | 0.36 | 0.36 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.12 | 1.06 | 0.94 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.16 | 16.93 |
Price to Book | 1.91 | 2.50 |
Price to Sales | 1.38 | 1.75 |
Price to Cash Flow | 8.51 | 10.48 |
Dividend Yield | 2.62 | 2.21 |
5 Years Earnings Growth | 9.51 | 11.31 |
Name | Net % | Category Average |
---|---|---|
Technology | 16.90 | 20.94 |
Healthcare | 14.01 | 12.26 |
Financial Services | 13.24 | 15.03 |
Industrials | 11.69 | 11.43 |
Consumer Cyclical | 9.51 | 10.57 |
Real Estate | 8.25 | 4.64 |
Communication Services | 8.15 | 6.54 |
Consumer Defensive | 7.18 | 6.50 |
Basic Materials | 4.53 | 4.42 |
Utilities | 3.81 | 2.71 |
Energy | 2.73 | 4.95 |
Number of long holdings: 14
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
KP Fixed Income Institutional | - | 31.74 | - | - | |
KP Large Cap Equity Institutional | - | 27.41 | - | - | |
KP International Equity Institutional | - | 14.15 | - | - | |
KP Small Cap Equity Institutional | - | 6.67 | - | - | |
Vanguard Short-Term Bond Idx InstlPls | - | 6.44 | - | - | |
Vanguard Shrt-Term Infl-Prot Sec Idx Ins | - | 4.64 | - | - | |
Vanguard Inflation-Protected Secs I | - | 2.88 | - | - | |
DFA Real Estate Securities I | - | 1.98 | - | - | |
T. Rowe Price New Era I | - | 1.04 | - | - | |
DFA International Real Estate Sec I | - | 1.02 | - | - |
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