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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.720 | 9.940 | 9.220 |
Shares | 59.570 | 59.570 | 0.000 |
Bonds | 39.650 | 39.680 | 0.030 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.635 | 18.715 |
Price to Book | 2.602 | 3.000 |
Price to Sales | 1.943 | 2.199 |
Price to Cash Flow | 11.360 | 11.866 |
Dividend Yield | 2.136 | 2.114 |
5 Years Earnings Growth | 9.310 | 9.883 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.060 | 22.950 |
Financial Services | 17.560 | 16.855 |
Industrials | 11.760 | 11.189 |
Consumer Cyclical | 10.360 | 9.512 |
Healthcare | 9.050 | 11.965 |
Communication Services | 7.920 | 7.331 |
Consumer Defensive | 5.570 | 6.430 |
Basic Materials | 3.720 | 3.131 |
Energy | 3.640 | 4.559 |
Real Estate | 2.720 | 3.235 |
Utilities | 2.630 | 2.840 |
Number of long holdings: 5
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Instl Ttl Stk Mkt Idx InstlPls | - | 36.29 | - | - | |
Vanguard Total Bond Market II Idx I | - | 27.80 | - | - | |
Vanguard Total Intl Stock Idx InstlPls | - | 24.11 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 11.78 | - | - |
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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