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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 9.95 | 10.16 | 0.21 |
Shares | 69.47 | 69.47 | 0.00 |
Bonds | 17.70 | 17.70 | 0.00 |
Preferred | 0.75 | 0.75 | 0.00 |
Other | 2.13 | 10.93 | 8.80 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.26 | 16.49 |
Price to Book | 3.02 | 2.72 |
Price to Sales | 2.23 | 1.83 |
Price to Cash Flow | 12.51 | 10.22 |
Dividend Yield | 1.60 | 2.45 |
5 Years Earnings Growth | 10.62 | 11.36 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.41 | 21.60 |
Financial Services | 17.01 | 16.22 |
Consumer Cyclical | 10.08 | 10.53 |
Healthcare | 9.50 | 10.57 |
Industrials | 8.90 | 10.66 |
Communication Services | 8.60 | 8.40 |
Consumer Defensive | 5.15 | 7.21 |
Energy | 2.87 | 5.66 |
Real Estate | 2.28 | 5.04 |
Utilities | 2.25 | 3.09 |
Basic Materials | 1.95 | 4.48 |
Number of long holdings: 16
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard S&P 500 | US9229083632 | 16.06 | 552.73 | +0.27% | |
Vanguard S&P 500 Growth | US9219325050 | 15.38 | 381.42 | +0.11% | |
Vanguard Long-Term Government Bond | US92206C8477 | 14.04 | 54.57 | +0.28% | |
Vanguard S&P 500 Value | US9219327031 | 11.41 | 186.18 | +0.43% | |
iShares Russell 2000 | US4642876555 | 6.35 | 214.94 | +0.74% | |
Aeii44108 Trs Usd R E Aeii44108 Re | - | 6.22 | - | - | |
iShares MSCI Japan | US46434G8226 | 5.85 | 73.81 | -0.17% | |
Invesco QQQ Trust | US46090E1038 | 5.26 | 532.10 | +0.26% | |
iShares iBoxx $ Investment Grade Corporate Bond | US4642872422 | 3.71 | 107.32 | +0.07% | |
Aeii32400 Trs Usd R E Aeii32400 Trs Re | - | 3.28 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Lazard Global Listed Infrastructur | 9.77B | 11.16 | 8.14 | 8.75 | ||
Lazard Emerging Markets Equity Inst | 3.55B | 8.93 | 10.28 | 3.86 | ||
Lazard International Strategic Eq I | 1.99B | 8.99 | 6.67 | 4.04 | ||
Lazard International Equity Instl | 957.11M | 13.49 | 10.88 | 4.63 | ||
Lazard Global Listed Infrastructure | 315.09M | 11.15 | 7.90 | 8.48 |
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