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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.150 | 18.610 | 18.460 |
Shares | 20.240 | 20.240 | 0.000 |
Bonds | 79.570 | 79.640 | 0.070 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.619 | 17.852 |
Price to Book | 2.598 | 3.043 |
Price to Sales | 1.941 | 1.931 |
Price to Cash Flow | 11.349 | 10.050 |
Dividend Yield | 2.139 | 2.568 |
5 Years Earnings Growth | 9.309 | 8.871 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.020 | 20.815 |
Financial Services | 17.580 | 15.434 |
Industrials | 11.770 | 9.888 |
Consumer Cyclical | 10.360 | 9.919 |
Healthcare | 9.050 | 11.097 |
Communication Services | 7.920 | 7.665 |
Consumer Defensive | 5.570 | 6.471 |
Basic Materials | 3.730 | 3.166 |
Energy | 3.650 | 4.023 |
Real Estate | 2.720 | 8.229 |
Utilities | 2.630 | 3.293 |
Number of long holdings: 5
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx I | - | 55.81 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 23.63 | - | - | |
Vanguard Instl Ttl Stk Mkt Idx InstlPls | - | 12.29 | - | - | |
Vanguard Total Intl Stock Idx InstlPls | - | 8.24 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NY New Yorks 529 Program Direct Gro | 5.39B | 7.05 | 25.97 | 16.08 | ||
NV Vanguard 529 College Savings Plp | 5.3B | 6.13 | 19.55 | 13.47 | ||
NV Vanguard 529 College Savings Psm | 3.28B | 5.58 | 18.92 | 12.78 | ||
NY New Yorks 529 Program Direct Val | 2.28B | 5.55 | 13.00 | 10.50 | ||
NV Vanguard 529 College Savings Pgi | 1.95B | 7.03 | 25.92 | 16.00 |
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