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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.150 | 18.780 | 18.630 |
Shares | 19.650 | 19.650 | 0.000 |
Bonds | 80.170 | 80.290 | 0.120 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.960 | 17.846 |
Price to Book | 2.647 | 3.044 |
Price to Sales | 1.979 | 1.909 |
Price to Cash Flow | 11.563 | 10.037 |
Dividend Yield | 2.064 | 2.564 |
5 Years Earnings Growth | 9.478 | 8.917 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.480 | 20.931 |
Financial Services | 17.480 | 15.381 |
Industrials | 11.910 | 9.901 |
Consumer Cyclical | 10.370 | 9.924 |
Healthcare | 8.720 | 11.021 |
Communication Services | 7.970 | 7.689 |
Consumer Defensive | 5.370 | 6.433 |
Basic Materials | 3.690 | 3.166 |
Energy | 3.690 | 4.029 |
Real Estate | 2.670 | 8.225 |
Utilities | 2.650 | 3.303 |
Number of long holdings: 4
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx I | - | 56.19 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 24.03 | - | - | |
Vanguard Instl Ttl Stk Mkt Idx InstlPls | - | 12.01 | - | - | |
Vanguard Total Intl Stock Idx InstlPls | - | 7.85 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NY New Yorks 529 Program Direct Gro | 5.91B | 11.07 | 22.39 | 16.14 | ||
NV Vanguard 529 College Savings Plp | 5.71B | 8.50 | 16.95 | 13.49 | ||
NV Vanguard 529 College Savings Psm | 3.5B | 7.98 | 16.28 | 12.86 | ||
NY New Yorks 529 Program Direct Val | 2.32B | 5.73 | 11.16 | 10.42 | ||
NV Vanguard 529 College Savings Pgi | 2.15B | 11.04 | 22.35 | 16.06 |
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