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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.790 | 7.980 | 3.190 |
Shares | 24.300 | 24.300 | 0.000 |
Bonds | 22.720 | 22.750 | 0.030 |
Convertible | 0.040 | 0.040 | 0.000 |
Other | 48.160 | 48.160 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.793 | 15.471 |
Price to Book | 2.718 | 2.236 |
Price to Sales | 2.238 | 1.673 |
Price to Cash Flow | 11.740 | 8.716 |
Dividend Yield | 2.379 | 2.370 |
5 Years Earnings Growth | 11.054 | 11.021 |
Name | Net % | Category Average |
---|---|---|
Technology | 17.150 | 17.443 |
Real Estate | 15.770 | 7.193 |
Healthcare | 14.300 | 12.912 |
Financial Services | 11.880 | 16.110 |
Consumer Cyclical | 11.740 | 12.054 |
Industrials | 9.890 | 11.333 |
Consumer Defensive | 5.630 | 7.459 |
Energy | 4.520 | 5.013 |
Communication Services | 3.550 | 3.418 |
Utilities | 3.490 | 3.098 |
Basic Materials | 2.080 | 3.971 |
Number of long holdings: 13
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
State Street S&P 500 Index | - | 21.19 | - | - | |
Direct - State Street Msci | - | 15.03 | - | - | |
Vanguard Total Bond Market Idx InstlPls | - | 13.65 | - | - | |
Dp - Met West Total Return | - | 9.43 | - | - | |
T. Rowe Price Instl Large Cap Growth | - | 8.92 | - | - | |
Vanguard Equity-Income Adm | - | 8.81 | - | - | |
Vanguard Short-Term Bond Idx InstlPls | - | 6.24 | - | - | |
Vanguard Real Estate Index Investor | - | 3.91 | - | - | |
DFA World ex US Government Fxd Inc I | - | 3.12 | - | - | |
Dp - Ishares Russell 2000 | - | 2.32 | - | - |
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