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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.660 | 2.760 | 0.100 |
Shares | 44.840 | 44.840 | 0.000 |
Bonds | 36.980 | 36.980 | 0.000 |
Convertible | 0.010 | 0.010 | 0.000 |
Preferred | 0.050 | 0.050 | 0.000 |
Other | 15.470 | 15.470 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.024 | 16.460 |
Price to Book | 3.121 | 2.189 |
Price to Sales | 2.287 | 1.603 |
Price to Cash Flow | 11.882 | 8.727 |
Dividend Yield | 1.937 | 2.679 |
5 Years Earnings Growth | 9.588 | 9.491 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.820 | 19.848 |
Financial Services | 18.500 | 15.862 |
Consumer Cyclical | 13.430 | 10.380 |
Industrials | 10.560 | 10.595 |
Healthcare | 8.680 | 11.037 |
Communication Services | 8.230 | 7.178 |
Consumer Defensive | 3.900 | 6.665 |
Energy | 3.840 | 4.154 |
Utilities | 2.680 | 3.112 |
Basic Materials | 2.180 | 3.505 |
Real Estate | 2.180 | 7.665 |
Number of long holdings: 16
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Core Bond R6 | - | 21.29 | - | - | |
JPMorgan Core Plus Bond R6 | - | 11.98 | - | - | |
JP Morgan High Yield Broad (Cincinnati) | - | 10.20 | - | - | |
JPMorgan Global Select Equity A | AU60PER99979 | 9.01 | - | - | |
JPMorgan Equity Index R6 | - | 6.32 | - | - | |
SPDR Portfolio Aggregate Bond | US78464A6495 | 5.95 | 25.66 | -0.08% | |
JPMorgan Growth Advantage R6 | - | 5.63 | - | - | |
Beta International 2009 | - | 5.13 | - | - | |
JPMorgan Value Advantage R6 | - | 4.95 | - | - | |
JPMorgan International Equity R6 | - | 4.14 | - | - |
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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