
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.53 | 2.53 | 0.00 |
Shares | 97.47 | 97.47 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.18 | 20.46 |
Price to Book | 3.05 | 3.97 |
Price to Sales | 1.64 | 2.62 |
Price to Cash Flow | 10.66 | 14.11 |
Dividend Yield | 2.01 | 1.54 |
5 Years Earnings Growth | 9.90 | 11.16 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.33 | 28.26 |
Financial Services | 18.78 | 14.91 |
Healthcare | 11.99 | 12.34 |
Consumer Cyclical | 11.59 | 10.50 |
Industrials | 9.39 | 9.54 |
Communication Services | 9.36 | 8.57 |
Consumer Defensive | 5.82 | 6.14 |
Energy | 3.72 | 3.84 |
Basic Materials | 2.96 | 2.35 |
Real Estate | 2.19 | 2.29 |
Utilities | 1.87 | 2.72 |
Number of long holdings: 386
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.45 | 359.12 | -2.35% | |
Apple | US0378331005 | 2.32 | 193.16 | -1.94% | |
NVIDIA | US67066G1040 | 2.15 | 96.91 | -4.51% | |
Meta Platforms | US30303M1027 | 1.99 | 484.66 | -3.35% | |
Amazon.com | US0231351067 | 1.75 | 167.32 | -3.06% | |
Alphabet A | US02079K3059 | 1.64 | 147.67 | -2.31% | |
Broadcom | US11135F1012 | 1.60 | 166.21 | -2.80% | |
J&J | US4781601046 | 1.52 | 156.92 | -0.35% | |
E-mini S&P 500 Future June 25 | - | 1.50 | - | - | |
UnitedHealth | US91324P1021 | 1.50 | 425.33 | -6.34% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SEI World Equity Ex-US A (SIIT) | 7.69B | 5.88 | 5.54 | 5.62 | ||
SEI S&P 500 Index A (SIIT) | 3.82B | -4.28 | 8.98 | 12.44 | ||
SEI Tax-Managed Large Cap F (SIMT) | 3.12B | -1.70 | 6.60 | 9.69 | ||
SEI International Equity F (SIT) | 2.98B | 9.22 | 7.85 | 5.80 | ||
SEI Global Managed Volatility A (SI | 2.02B | 6.51 | 8.98 | - |
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