
Please try another search
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 | 15.204 |
Price to Book | 2.075 | 2.182 |
Price to Sales | 1.534 | 1.610 |
Price to Cash Flow | 7.659 | 8.200 |
Dividend Yield | 2.426 | 2.350 |
5 Years Earnings Growth | 10.887 | 11.697 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 18.060 | 17.376 |
Technology | 17.360 | 17.915 |
Healthcare | 12.290 | 12.393 |
Consumer Cyclical | 11.800 | 11.847 |
Industrials | 11.280 | 11.295 |
Consumer Defensive | 8.090 | 7.808 |
Energy | 5.830 | 5.827 |
Basic Materials | 4.830 | 4.670 |
Real Estate | 3.850 | 4.448 |
Communication Services | 3.480 | 3.365 |
Utilities | 3.130 | 3.058 |
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 | 273.5M | 9.77 | 11.50 | 8.29 | ||
PA Pennsylvania 529 Investment Plmg | 190.73M | 7.70 | 8.33 | 6.33 | ||
PA Pennsylvania 529 Investment Plan | 196.28M | 7.87 | 17.54 | 13.59 | ||
PA Pennsylvania 529 Investment Plai | 56.7M | 4.90 | 4.36 | 3.33 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review