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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.42 | 1.43 | 0.01 |
Shares | 98.58 | 98.58 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.55 | 16.08 |
Price to Book | 2.75 | 2.50 |
Price to Sales | 1.70 | 1.72 |
Price to Cash Flow | 10.68 | 10.49 |
Dividend Yield | 2.27 | 2.49 |
5 Years Earnings Growth | 8.55 | 9.27 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 27.90 | 21.45 |
Industrials | 16.25 | 11.93 |
Healthcare | 14.92 | 14.63 |
Technology | 8.60 | 13.18 |
Energy | 6.33 | 7.40 |
Utilities | 5.77 | 5.21 |
Consumer Defensive | 5.32 | 8.21 |
Consumer Cyclical | 4.92 | 7.09 |
Communication Services | 4.14 | 5.87 |
Basic Materials | 3.02 | 3.38 |
Real Estate | 2.84 | 3.38 |
Number of long holdings: 130
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 4.47 | 296.24 | +1.64% | |
Rtx Corp | US75513E1010 | 2.24 | 156.24 | -0.05% | |
Progressive | US7433151039 | 2.05 | 249.21 | +0.10% | |
Exxon Mobil | US30231G1022 | 1.96 | 111.28 | +1.88% | |
Abbott Labs | US0028241000 | 1.86 | 132.59 | +0.45% | |
American Express | US0258161092 | 1.82 | 319.16 | +3.57% | |
BlackRock | US09290D1019 | 1.77 | 1,148.17 | +2.08% | |
Wells Fargo&Co | US9497461015 | 1.74 | 79.10 | +1.63% | |
Honeywell | US4385161066 | 1.72 | 222.83 | +2.49% | |
Lowe’s | US5486611073 | 1.69 | 263.73 | +3.16% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Delaware Small Cap Core I | 4.85B | -2.80 | 5.49 | 7.75 | ||
Delaware Emerging Markets Instl | 3.12B | 28.05 | 15.15 | 8.66 | ||
Optimum Large Cap Growth Instl | 1.98B | 7.08 | 20.58 | 13.35 | ||
Delaware Small Cap Value Instl | 1.88B | 0.46 | 5.94 | 7.59 | ||
US24610B8265 | 1.43B | -2.73 | 5.61 | - |
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