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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.53 | 0.62 | 0.09 |
Shares | 99.47 | 99.47 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 29.27 | 27.77 |
Price to Book | 8.93 | 7.12 |
Price to Sales | 5.87 | 4.70 |
Price to Cash Flow | 18.82 | 18.44 |
Dividend Yield | 0.44 | 0.70 |
5 Years Earnings Growth | 14.40 | 13.68 |
Name | Net % | Category Average |
---|---|---|
Technology | 46.99 | 39.51 |
Communication Services | 15.58 | 12.68 |
Consumer Cyclical | 14.37 | 14.46 |
Financial Services | 9.61 | 9.90 |
Healthcare | 6.86 | 10.83 |
Industrials | 2.84 | 6.88 |
Consumer Defensive | 2.03 | 3.49 |
Energy | 1.04 | 1.38 |
Basic Materials | 0.60 | 1.64 |
Utilities | 0.08 | 1.15 |
Number of long holdings: 124
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 11.51 | 209.22 | -0.03% | |
NVIDIA | US67066G1040 | 10.84 | 108.53 | -2.23% | |
Microsoft | US5949181045 | 8.11 | 390.18 | -0.43% | |
Amazon.com | US0231351067 | 6.79 | 188.35 | -0.34% | |
Meta Platforms | US30303M1027 | 4.69 | 547.54 | +0.05% | |
Netflix | US64110L1061 | 3.41 | 1,091.33 | -0.93% | |
Alphabet A | US02079K3059 | 3.28 | 160.29 | -1.03% | |
Mastercard | US57636Q1040 | 3.18 | 536.88 | +0.64% | |
Alphabet C | US02079K1079 | 3.10 | 162.11 | -1.06% | |
Tesla | US88160R1014 | 2.64 | 287.54 | +0.91% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Delaware Small Cap Core I | 5.05B | -8.13 | 1.09 | 7.17 | ||
Delaware Emerging Markets Instl | 2.63B | 3.39 | 2.34 | 5.84 | ||
Delaware Small Cap Value Instl | 2.14B | -5.24 | 1.52 | 6.65 | ||
Optimum Large Cap Value Instl | 1.7B | 2.10 | 6.77 | 8.38 | ||
US24610B8265 | 1.31B | -8.12 | 1.22 | - |
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