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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.800 | 9.500 | 8.700 |
Shares | 58.720 | 58.720 | 0.000 |
Bonds | 40.410 | 40.430 | 0.020 |
Convertible | 0.030 | 0.030 | 0.000 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.518 | 17.957 |
Price to Book | 2.503 | 2.975 |
Price to Sales | 1.861 | 2.116 |
Price to Cash Flow | 11.180 | 11.802 |
Dividend Yield | 2.154 | 2.118 |
5 Years Earnings Growth | 10.575 | 10.625 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.580 | 22.996 |
Financial Services | 17.570 | 16.167 |
Industrials | 11.170 | 10.726 |
Consumer Cyclical | 10.860 | 9.848 |
Healthcare | 10.130 | 12.524 |
Communication Services | 7.650 | 7.215 |
Consumer Defensive | 5.790 | 6.309 |
Energy | 3.930 | 4.708 |
Basic Materials | 3.860 | 3.205 |
Real Estate | 2.840 | 3.323 |
Utilities | 2.630 | 2.979 |
Number of long holdings: 5
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Instl Ttl Stk Mkt Idx InstlPls | - | 35.24 | - | - | |
Vanguard Total Bond Market II Idx I | - | 28.46 | - | - | |
Vanguard Total Intl Stock Idx InstlPls | - | 24.23 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 12.07 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NY New Yorks 529 Program Direct Gro | 4.85B | -1.15 | 14.10 | 14.99 | ||
NV Vanguard 529 College Savings Plp | 2.5B | 1.43 | 12.40 | 12.81 | ||
NY New Yorks 529 Program Direct Val | 2.36B | 5.20 | 10.02 | 10.35 | ||
NV Vanguard 529 College Savings Psm | 1.81B | 1.11 | 11.40 | 12.18 | ||
IN CollegeChoice Direct Savings Plu | 1.32B | 1.11 | 11.37 | 12.15 |
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