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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.52 | 0.63 | 0.11 |
Shares | 99.47 | 99.47 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 30.12 | 28.57 |
Price to Book | 9.69 | 7.37 |
Price to Sales | 6.22 | 4.86 |
Price to Cash Flow | 21.09 | 19.21 |
Dividend Yield | 0.44 | 0.68 |
5 Years Earnings Growth | 15.36 | 13.79 |
Name | Net % | Category Average |
---|---|---|
Technology | 49.93 | 39.82 |
Communication Services | 13.86 | 12.79 |
Consumer Cyclical | 13.58 | 14.66 |
Financial Services | 7.88 | 9.60 |
Healthcare | 6.80 | 10.64 |
Industrials | 3.90 | 6.88 |
Consumer Defensive | 2.10 | 3.37 |
Energy | 0.83 | 1.36 |
Basic Materials | 0.68 | 1.62 |
Utilities | 0.27 | 1.18 |
Real Estate | 0.17 | 1.41 |
Number of long holdings: 140
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 11.73 | 204.46 | -8.68% | |
NVIDIA | US67066G1040 | 11.70 | 103.14 | -6.59% | |
Microsoft | US5949181045 | 8.29 | 376.67 | -1.43% | |
Amazon.com | US0231351067 | 6.34 | 181.04 | -7.64% | |
Meta Platforms | US30303M1027 | 3.85 | 544.92 | -6.68% | |
Tesla | US88160R1014 | 3.16 | 269.85 | -4.57% | |
Alphabet A | US02079K3059 | 3.13 | 151.96 | -3.23% | |
Alphabet C | US02079K1079 | 3.07 | 153.93 | -3.10% | |
Netflix | US64110L1061 | 3.03 | 930.63 | -0.52% | |
Mastercard | US57636Q1040 | 2.82 | 537.12 | -1.87% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Delaware Small Cap Core I | 5.23B | -1.81 | 3.45 | 7.99 | ||
Delaware Emerging Markets Instl | 2.66B | 3.93 | 0.73 | 5.38 | ||
Delaware Small Cap Value Instl | 2.25B | -0.34 | 2.63 | 7.33 | ||
Optimum Large Cap Growth Instl | 1.82B | -2.37 | 11.73 | 12.81 | ||
Optimum Large Cap Value Instl | 1.8B | 4.85 | 8.67 | 8.46 |
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