
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.130 | 5.550 | 4.420 |
Shares | 78.700 | 78.700 | 0.000 |
Bonds | 20.110 | 20.120 | 0.010 |
Convertible | 0.020 | 0.020 | 0.000 |
Other | 0.050 | 0.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.887 | 16.667 |
Price to Book | 2.437 | 2.276 |
Price to Sales | 1.821 | 1.669 |
Price to Cash Flow | 10.687 | 9.247 |
Dividend Yield | 2.203 | 2.436 |
5 Years Earnings Growth | 10.127 | 10.067 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.940 | 19.269 |
Financial Services | 17.760 | 16.191 |
Industrials | 11.220 | 10.762 |
Consumer Cyclical | 10.530 | 10.564 |
Healthcare | 10.330 | 11.572 |
Communication Services | 7.490 | 7.196 |
Consumer Defensive | 5.980 | 6.638 |
Energy | 4.180 | 4.182 |
Basic Materials | 3.870 | 3.591 |
Real Estate | 2.900 | 7.100 |
Utilities | 2.780 | 2.936 |
Number of long holdings: 5
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Instl Ttl Stk Mkt Idx InstlPls | - | 48.26 | - | - | |
Vanguard Total Intl Stock Idx InstlPls | - | 31.54 | - | - | |
Vanguard Total Bond Market II Idx I | - | 14.16 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 5.96 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NY New Yorks 529 Program Direct Gro | 4.85B | -9.53 | 9.42 | 14.11 | ||
NV Vanguard 529 College Savings Plp | 2.5B | -4.30 | 8.92 | 12.33 | ||
NY New Yorks 529 Program Direct Val | 2.36B | 2.61 | 7.96 | 10.25 | ||
NV Vanguard 529 College Savings Psm | 1.81B | -4.85 | 8.01 | 11.62 | ||
IN CollegeChoice Direct Savings Plu | 1.25B | -4.86 | 7.98 | 11.59 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review