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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.100 | 18.920 | 18.820 |
Shares | 19.510 | 19.510 | 0.000 |
Bonds | 80.350 | 80.420 | 0.070 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.869 | 18.507 |
Price to Book | 2.647 | 2.592 |
Price to Sales | 1.951 | 1.902 |
Price to Cash Flow | 11.522 | 11.295 |
Dividend Yield | 2.075 | 2.161 |
5 Years Earnings Growth | 9.479 | 9.392 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.150 | 24.711 |
Financial Services | 17.480 | 17.549 |
Industrials | 11.740 | 11.650 |
Consumer Cyclical | 10.370 | 10.369 |
Healthcare | 9.060 | 9.061 |
Communication Services | 7.940 | 7.903 |
Consumer Defensive | 5.570 | 5.681 |
Basic Materials | 3.700 | 3.750 |
Energy | 3.640 | 3.783 |
Real Estate | 2.720 | 2.721 |
Utilities | 2.630 | 2.823 |
Number of long holdings: 4
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx I | - | 56.17 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 24.04 | - | - | |
Vanguard Total Stock Mkt Idx Instl Sel | - | 12.00 | - | - | |
Vanguard Total Intl Stock Idx Instl Sel | - | 7.83 | - | - |
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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