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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.450 | 5.450 | 0.000 |
Shares | 79.440 | 79.440 | 0.000 |
Bonds | 15.060 | 15.080 | 0.020 |
Other | 0.060 | 0.060 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.268 | 18.515 |
Price to Book | 2.716 | 2.634 |
Price to Sales | 1.907 | 1.936 |
Price to Cash Flow | 11.558 | 11.204 |
Dividend Yield | 1.900 | 2.198 |
5 Years Earnings Growth | 9.392 | 9.607 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.050 | 22.355 |
Financial Services | 16.630 | 17.319 |
Industrials | 11.850 | 11.115 |
Healthcare | 11.000 | 10.071 |
Consumer Cyclical | 10.040 | 10.484 |
Communication Services | 7.490 | 7.185 |
Consumer Defensive | 5.720 | 6.680 |
Energy | 3.370 | 4.332 |
Basic Materials | 3.090 | 3.619 |
Real Estate | 2.990 | 3.838 |
Utilities | 2.780 | 3.005 |
Number of long holdings: 6
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab® S&P 500 Index | - | 45.31 | - | - | |
Schwab International Index | - | 19.69 | - | - | |
Vanguard Total Bond Market Idx InstlPls | - | 15.11 | - | - | |
Schwab Small Cap Index | - | 14.89 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
KS Schwab Moderate Index | 935.27M | 7.78 | 9.55 | 7.33 | ||
KS Advisor Disciplined Growth A | -11.45 | 6.67 | 11.19 |
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