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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.470 | 14.330 | 13.860 |
Shares | 39.850 | 39.850 | 0.000 |
Bonds | 59.640 | 59.690 | 0.050 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.643 | 18.201 |
Price to Book | 2.605 | 2.588 |
Price to Sales | 1.945 | 1.918 |
Price to Cash Flow | 11.366 | 11.024 |
Dividend Yield | 2.134 | 2.201 |
5 Years Earnings Growth | 9.311 | 9.856 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.080 | 21.595 |
Financial Services | 17.560 | 16.638 |
Industrials | 11.750 | 11.429 |
Consumer Cyclical | 10.360 | 9.748 |
Healthcare | 9.050 | 10.722 |
Communication Services | 7.930 | 7.465 |
Consumer Defensive | 5.570 | 6.106 |
Basic Materials | 3.710 | 3.528 |
Energy | 3.640 | 4.215 |
Real Estate | 2.720 | 5.413 |
Utilities | 2.630 | 3.142 |
Number of long holdings: 5
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx I | - | 41.81 | - | - | |
Vanguard Instl Ttl Stk Mkt Idx InstlPls | - | 24.31 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 17.73 | - | - | |
Vanguard Total Intl Stock Idx InstlPls | - | 16.09 | - | - |
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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