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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.05 | 2.05 | 0.00 |
Shares | 97.95 | 97.95 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.55 | 20.22 |
Price to Book | 4.22 | 3.78 |
Price to Sales | 1.62 | 2.44 |
Price to Cash Flow | 15.17 | 13.79 |
Dividend Yield | 1.24 | 1.60 |
5 Years Earnings Growth | 11.78 | 11.72 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.52 | 27.55 |
Financial Services | 21.30 | 14.10 |
Healthcare | 20.42 | 13.53 |
Communication Services | 18.63 | 8.23 |
Consumer Cyclical | 13.79 | 10.03 |
Industrials | 3.05 | 9.80 |
Energy | 1.29 | 4.30 |
Number of long holdings: 24
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Amazon.com | US0231351067 | 9.60 | 188.10 | -1.60% | |
KLA Corp | US4824801009 | 8.40 | 782.50 | -2.74% | |
Alphabet C | US02079K1079 | 7.79 | 165.24 | +0.86% | |
McKesson | US58155Q1031 | 7.39 | 487.27 | +1.71% | |
Meta Platforms | US30303M1027 | 6.81 | 564.85 | -0.53% | |
Visa A | US92826C8394 | 5.96 | 277.70 | +2.21% | |
Charles Schwab | US8085131055 | 4.96 | 64.25 | +0.64% | |
Assurant | US04621X1081 | 4.71 | 201.23 | +1.12% | |
Amdocs | GB0022569080 | 4.69 | 88.12 | +0.89% | |
Regeneron Pharma | US75886F1075 | 4.50 | 1,061.88 | +2.11% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Red Oak Technology Select | 663.15M | 19.91 | 8.15 | 16.24 | ||
White Oak Select Growth | 416.41M | 17.82 | 5.13 | 11.99 | ||
Live Oak Health Sciences Fund | 53.88M | 3.94 | 4.55 | 7.57 |
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