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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.16 | 1.17 | 0.01 |
Shares | 98.83 | 98.83 | 0.00 |
Preferred | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.80 | 14.41 |
Price to Book | 1.59 | 1.96 |
Price to Sales | 0.94 | 1.15 |
Price to Cash Flow | 6.50 | 8.68 |
Dividend Yield | 2.08 | 2.29 |
5 Years Earnings Growth | 10.26 | 10.83 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 19.98 | 18.07 |
Technology | 16.23 | 10.31 |
Industrials | 15.24 | 17.95 |
Consumer Cyclical | 12.85 | 11.90 |
Healthcare | 9.58 | 9.19 |
Energy | 7.43 | 6.31 |
Basic Materials | 5.57 | 5.13 |
Consumer Defensive | 5.27 | 6.21 |
Communication Services | 5.04 | 3.05 |
Utilities | 1.53 | 6.49 |
Real Estate | 1.27 | 7.69 |
Number of long holdings: 9
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
DFA US Small Cap Value I | - | 24.86 | - | - | |
DFA US Small Cap I | - | 14.90 | - | - | |
DFA US Micro Cap I | - | 14.87 | - | - | |
DFA US Large Cap Value III | - | 14.25 | - | - | |
iShares MSCI USA Value Factor ETF | - | 10.46 | - | - | |
ishares S&P 500 | US4642872000 | 7.84 | 519.13 | +1.03% | |
DFA US Large Company I | - | 7.21 | - | - | |
U.S. Large Cap Value Series | - | 5.50 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Free Market International Equity In | 3.1B | 4.84 | 4.79 | 4.05 |
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