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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.230 | 1.230 | 0.000 |
Shares | 49.220 | 49.220 | 0.000 |
Bonds | 49.280 | 49.390 | 0.110 |
Convertible | 0.090 | 0.090 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 0.180 | 0.180 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.888 | 15.702 |
Price to Book | 2.075 | 2.216 |
Price to Sales | 1.534 | 1.631 |
Price to Cash Flow | 7.659 | 8.320 |
Dividend Yield | 2.426 | 2.353 |
5 Years Earnings Growth | 10.887 | 10.801 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 18.060 | 17.351 |
Technology | 17.360 | 17.832 |
Healthcare | 12.290 | 12.672 |
Consumer Cyclical | 11.800 | 11.828 |
Industrials | 11.280 | 11.273 |
Consumer Defensive | 8.090 | 7.881 |
Energy | 5.830 | 5.614 |
Basic Materials | 4.830 | 4.292 |
Real Estate | 3.850 | 4.960 |
Communication Services | 3.480 | 3.388 |
Utilities | 3.130 | 2.907 |
Number of long holdings: 4
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx I | - | 34.87 | - | - | |
Vanguard Instl Ttl Stk Mkt Idx InstlPls | - | 30.23 | - | - | |
Vanguard Total Intl Stock Idx InstlPls | - | 19.92 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 14.98 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PA Pennsylvania 529 Investment Plag | 262.99M | 8.97 | 13.42 | 8.30 | ||
PA Pennsylvania 529 Investment Plmg | 184.95M | 7.27 | 9.90 | 6.38 | ||
PA Pennsylvania 529 Investment Plan | 183.81M | 5.66 | 20.33 | 13.61 | ||
PA Pennsylvania 529 Investment Plai | 54.95M | 4.85 | 5.57 | 3.42 |
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