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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.890 | 9.830 | 8.940 |
Shares | 58.840 | 58.840 | 0.000 |
Bonds | 40.200 | 40.210 | 0.010 |
Convertible | 0.030 | 0.030 | 0.000 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.867 | 17.046 |
Price to Book | 2.432 | 2.475 |
Price to Sales | 1.817 | 1.839 |
Price to Cash Flow | 10.669 | 10.649 |
Dividend Yield | 2.209 | 2.264 |
5 Years Earnings Growth | 10.124 | 10.332 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.900 | 20.409 |
Financial Services | 17.760 | 16.562 |
Industrials | 11.240 | 10.939 |
Consumer Cyclical | 10.530 | 9.830 |
Healthcare | 10.320 | 11.702 |
Communication Services | 7.490 | 7.390 |
Consumer Defensive | 5.990 | 6.130 |
Energy | 4.190 | 4.447 |
Basic Materials | 3.890 | 3.698 |
Real Estate | 2.900 | 5.584 |
Utilities | 2.790 | 3.309 |
Number of long holdings: 5
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Sel | - | 35.93 | - | - | |
Vanguard Total Bond Market II Idx I | - | 28.14 | - | - | |
Vanguard Total Intl Stock Idx Instl Sel | - | 23.80 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 12.09 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NY New Yorks 529 Program Direct Gro | 4.85B | -9.53 | 9.42 | 14.11 | ||
NV Vanguard 529 College Savings Plp | 2.5B | -4.30 | 8.92 | 12.33 | ||
NY New Yorks 529 Program Direct Val | 2.36B | 2.61 | 7.96 | 10.25 | ||
NV Vanguard 529 College Savings Psm | 1.81B | -4.85 | 8.01 | 11.62 | ||
IN CollegeChoice Direct Savings Plu | 1.25B | -4.86 | 7.98 | 11.59 |
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