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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.680 | 9.990 | 9.310 |
Shares | 59.360 | 59.360 | 0.000 |
Bonds | 39.910 | 39.940 | 0.030 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.861 | 18.786 |
Price to Book | 2.645 | 3.018 |
Price to Sales | 1.951 | 2.203 |
Price to Cash Flow | 11.519 | 11.895 |
Dividend Yield | 2.076 | 2.097 |
5 Years Earnings Growth | 9.482 | 9.926 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.130 | 23.235 |
Financial Services | 17.530 | 16.825 |
Industrials | 11.730 | 11.185 |
Consumer Cyclical | 10.360 | 9.489 |
Healthcare | 9.050 | 11.840 |
Communication Services | 7.940 | 7.365 |
Consumer Defensive | 5.570 | 6.380 |
Basic Materials | 3.700 | 3.118 |
Energy | 3.640 | 4.538 |
Real Estate | 2.720 | 3.203 |
Utilities | 2.630 | 2.821 |
Number of long holdings: 4
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Instl Ttl Stk Mkt Idx InstlPls | - | 36.39 | - | - | |
Vanguard Total Bond Market II Idx I | - | 27.97 | - | - | |
Vanguard Total Intl Stock Idx InstlPls | - | 23.80 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 11.87 | - | - |
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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