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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 38.71 | 38.71 | 0.00 |
Shares | 61.29 | 99.47 | 38.18 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.11 | 16.07 |
Price to Book | 3.10 | 2.54 |
Price to Sales | 1.37 | 1.68 |
Price to Cash Flow | 7.48 | 9.25 |
Dividend Yield | 1.54 | 2.04 |
5 Years Earnings Growth | 15.16 | 11.17 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.56 | 20.50 |
Healthcare | 15.93 | 13.15 |
Communication Services | 13.20 | 8.87 |
Financial Services | 11.87 | 15.93 |
Consumer Cyclical | 11.30 | 10.91 |
Industrials | 7.47 | 11.03 |
Consumer Defensive | 3.81 | 6.67 |
Energy | 3.61 | 8.99 |
Real Estate | 2.78 | 1.73 |
Basic Materials | 1.96 | 3.85 |
Utilities | 0.49 | 3.26 |
Number of long holdings: 202
Number of short holdings: 116
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 4.26 | - | - | |
Apple Inc | - | 4.07 | - | - | |
Amazon.com Inc | - | 3.71 | - | - | |
Alphabet Inc Class A | - | 2.81 | - | - | |
Allstate Corp | - | 1.89 | - | - | |
Facebook Inc Class A | - | 1.64 | - | - | |
Jabil Inc | - | 1.62 | - | - | |
Goldman Sachs Group Inc | - | 1.60 | - | - | |
Accenture | IE00B4BNMY34 | 1.53 | 306.10 | -0.33% | |
Citigroup Inc | - | 1.53 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 93.91B | 6.02 | 8.03 | 12.35 | ||
Schwab Total Stock Market Index | 23.56B | 5.20 | 6.21 | 11.70 | ||
Schwab 1000 Index | 16.28B | 5.71 | 6.86 | 11.94 | ||
Schwab International Index | 9.73B | 2.39 | 2.74 | 4.32 | ||
Schwab Fundamental US Large Company | 8.68B | 4.33 | 8.35 | 10.98 |
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