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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.840 | 7.740 | 6.900 |
Shares | 50.610 | 50.610 | 0.000 |
Bonds | 48.480 | 48.590 | 0.110 |
Convertible | 0.040 | 0.040 | 0.000 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.902 | 17.414 |
Price to Book | 2.410 | 2.840 |
Price to Sales | 1.802 | 2.077 |
Price to Cash Flow | 10.520 | 11.195 |
Dividend Yield | 2.237 | 2.197 |
5 Years Earnings Growth | 9.681 | 10.259 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.180 | 21.600 |
Financial Services | 17.730 | 16.937 |
Industrials | 11.510 | 10.936 |
Consumer Cyclical | 10.430 | 9.659 |
Healthcare | 10.110 | 12.774 |
Communication Services | 7.570 | 7.056 |
Consumer Defensive | 6.150 | 6.619 |
Basic Materials | 3.890 | 3.254 |
Energy | 3.750 | 4.850 |
Real Estate | 2.910 | 3.345 |
Utilities | 2.770 | 2.970 |
Number of long holdings: 5
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx I | - | 34.10 | - | - | |
Vanguard Instl Ttl Stk Mkt Idx InstlPls | - | 30.56 | - | - | |
Vanguard Total Intl Stock Idx InstlPls | - | 20.60 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 14.73 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PA Pennsylvania 529 Investment Plag | 250.06M | 0.83 | 8.14 | 7.31 | ||
PA Pennsylvania 529 Investment Plan | 173.56M | -6.32 | 12.11 | 12.27 | ||
PA Pennsylvania 529 Investment Plai | 53.07M | 2.13 | 3.66 | 3.02 |
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