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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.18 | 1.18 | 0.00 |
Shares | 98.82 | 98.82 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.60 | 15.66 |
Price to Book | 2.74 | 2.48 |
Price to Sales | 1.65 | 1.69 |
Price to Cash Flow | 11.04 | 10.48 |
Dividend Yield | 2.26 | 2.53 |
5 Years Earnings Growth | 8.34 | 9.62 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 26.69 | 21.21 |
Healthcare | 16.88 | 15.63 |
Industrials | 15.53 | 11.68 |
Technology | 7.37 | 12.42 |
Energy | 7.23 | 7.64 |
Consumer Defensive | 6.34 | 8.54 |
Utilities | 6.09 | 5.34 |
Consumer Cyclical | 4.01 | 6.74 |
Communication Services | 3.69 | 5.55 |
Basic Materials | 3.19 | 3.40 |
Real Estate | 2.97 | 3.50 |
Number of long holdings: 128
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 4.12 | 264.11 | -0.10% | |
Progressive | US7433151039 | 2.26 | 279.99 | +0.97% | |
Exxon Mobil | US30231G1022 | 2.25 | 101.49 | -1.17% | |
Rtx Corp | US75513E1010 | 2.12 | 135.38 | +0.43% | |
Abbott Labs | US0028241000 | 1.89 | 132.79 | -0.05% | |
ConocoPhillips | US20825C1045 | 1.80 | 85.01 | -0.69% | |
Duke Energy | US26441C2044 | 1.80 | 115.78 | +0.29% | |
AbbVie | US00287Y1091 | 1.75 | 185.41 | -0.11% | |
Lowe’s | US5486611073 | 1.74 | 224.59 | -0.15% | |
J&J | US4781601046 | 1.70 | 154.52 | +0.61% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Delaware Small Cap Core I | 5.05B | -11.48 | 2.70 | 7.09 | ||
Delaware Emerging Markets Instl | 2.67B | 3.39 | 4.53 | 4.81 | ||
Delaware Small Cap Value Instl | 2.14B | -8.70 | 2.70 | 6.49 | ||
Optimum Large Cap Growth Instl | 1.78B | -9.37 | 13.76 | 12.04 | ||
US24610B8265 | 1.31B | -11.47 | 2.81 | - |
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