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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 39.480 | 39.480 | 0.000 |
Bonds | 60.460 | 60.520 | 0.060 |
Convertible | 0.030 | 0.030 | 0.000 |
Other | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.018 | 16.864 |
Price to Book | 2.402 | 2.428 |
Price to Sales | 1.715 | 1.748 |
Price to Cash Flow | 10.909 | 10.425 |
Dividend Yield | 2.255 | 2.341 |
5 Years Earnings Growth | 11.115 | 10.956 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.800 | 20.136 |
Financial Services | 15.720 | 15.406 |
Industrials | 11.780 | 11.025 |
Healthcare | 10.970 | 12.376 |
Consumer Cyclical | 10.830 | 9.926 |
Communication Services | 7.100 | 6.844 |
Consumer Defensive | 6.190 | 6.586 |
Energy | 4.700 | 4.902 |
Basic Materials | 4.450 | 4.154 |
Real Estate | 2.860 | 5.523 |
Utilities | 2.600 | 3.124 |
Number of long holdings: 4
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx I | - | 41.89 | - | - | |
Vanguard Instl Ttl Stk Mkt Idx InstlPls | - | 23.89 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 18.10 | - | - | |
Vanguard Total Intl Stock Idx InstlPls | - | 16.12 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NY New Yorks 529 Program Direct Grp | 33.25B | 5.95 | 2.99 | 7.77 | ||
NV Vanguard 529 College Savings Plp | 2.5B | 11.24 | 9.42 | 12.51 | ||
NY New Yorks 529 Program Direct Mog | 2.21B | 3.45 | 1.17 | 5.70 | ||
NY New Yorks 529 Program Direct Cog | 2.08B | 1.00 | -0.85 | 3.48 | ||
NV Vanguard 529 College Savings Psm | 1.81B | 10.08 | 7.61 | 11.91 |
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