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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.150 | 11.430 | 10.280 |
Shares | 50.510 | 50.510 | 0.000 |
Bonds | 48.280 | 48.290 | 0.010 |
Convertible | 0.020 | 0.020 | 0.000 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.604 | 17.055 |
Price to Book | 2.476 | 2.446 |
Price to Sales | 1.762 | 1.762 |
Price to Cash Flow | 11.175 | 10.506 |
Dividend Yield | 2.148 | 2.301 |
5 Years Earnings Growth | 11.054 | 11.069 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.270 | 20.141 |
Financial Services | 15.540 | 15.431 |
Industrials | 11.660 | 10.935 |
Healthcare | 11.190 | 12.482 |
Consumer Cyclical | 11.110 | 10.093 |
Communication Services | 7.010 | 6.811 |
Consumer Defensive | 6.150 | 6.554 |
Energy | 4.430 | 4.703 |
Basic Materials | 4.320 | 4.155 |
Real Estate | 2.920 | 5.617 |
Utilities | 2.410 | 3.079 |
Number of long holdings: 4
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx I | - | 34.17 | - | - | |
Vanguard Total Stock Mkt Idx Instl Sel | - | 30.91 | - | - | |
Vanguard Total Intl Stock Idx Instl Sel | - | 20.21 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 14.71 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NY New Yorks 529 Program Direct Grp | 33.25B | 5.62 | 4.41 | 7.97 | ||
NV Vanguard 529 College Savings Plp | 2.5B | 10.52 | 11.34 | 12.78 | ||
NY New Yorks 529 Program Direct Cog | 2.08B | 1.50 | -0.01 | 3.73 | ||
NV Vanguard 529 College Savings Psm | 1.81B | 9.99 | 9.54 | 12.15 | ||
NY New Yorks 529 Program Direct Gro | 1.57B | 10.89 | 10.83 | 14.97 |
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