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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 45.49 | 60.03 | 14.54 |
Shares | 1.95 | 1.95 | 0.00 |
Bonds | 51.62 | 62.25 | 10.63 |
Convertible | 0.44 | 0.44 | 0.00 |
Preferred | 0.56 | 0.56 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.54 | 25.21 |
Price to Book | 4.70 | 1.82 |
Price to Sales | 2.65 | 1.72 |
Price to Cash Flow | 12.03 | 8.93 |
Dividend Yield | 1.03 | 5.60 |
5 Years Earnings Growth | 12.06 | 10.68 |
Name | Net % | Category Average |
---|---|---|
Technology | 33.46 | -5.19 |
Industrials | 17.27 | 20.10 |
Financial Services | 13.06 | 49.52 |
Consumer Cyclical | 11.99 | 10.64 |
Communication Services | 7.90 | -18.56 |
Utilities | 5.95 | 15.93 |
Energy | 4.15 | 30.86 |
Basic Materials | 2.73 | 5.95 |
Consumer Defensive | 2.40 | 14.61 |
Healthcare | 1.10 | 8.49 |
Number of long holdings: 8
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BrandywineGLOBAL High Yield IS | - | 15.28 | - | - | |
Diamond Hill Short Dur Securitized Bd Y | - | 12.71 | - | - | |
iShares JPMorgan USD EM Bond | US4642882819 | 10.01 | 92.72 | -0.16% | |
PIMCO Low Duration Income Instl | - | 9.59 | - | - | |
Fidelity Advisor High Income Advtg Z | - | 8.88 | - | - | |
Fidelity Advisor Total Bond Z | - | 0.98 | - | - | |
BBH Limited Duration I | - | 0.01 | - | - | |
Frost Total Return Bond Inst | - | 0.00 | - | - |
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