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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.49 | 1.49 | 0.00 |
Shares | 98.51 | 98.51 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.02 | 20.75 |
Price to Book | 4.21 | 3.96 |
Price to Sales | 2.84 | 2.65 |
Price to Cash Flow | 14.54 | 13.91 |
Dividend Yield | 1.39 | 1.55 |
5 Years Earnings Growth | 9.45 | 10.56 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.79 | 28.78 |
Financial Services | 13.90 | 14.94 |
Consumer Cyclical | 10.82 | 10.33 |
Communication Services | 9.77 | 8.67 |
Healthcare | 9.31 | 11.76 |
Industrials | 8.59 | 9.88 |
Consumer Defensive | 5.30 | 6.17 |
Energy | 3.03 | 3.68 |
Real Estate | 2.32 | 2.25 |
Utilities | 2.29 | 2.65 |
Basic Materials | 1.88 | 2.36 |
Number of long holdings: 1,017
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 6.27 | 177.77 | +2.33% | |
Microsoft | US5949181045 | 6.26 | 534.71 | +2.02% | |
Apple | US0378331005 | 5.13 | 206.85 | +2.21% | |
Amazon.com | US0231351067 | 3.58 | 212.85 | -0.89% | |
Meta Platforms | US30303M1027 | 2.74 | 762.42 | +1.65% | |
Broadcom | US11135F1012 | 2.16 | 296.91 | +2.87% | |
Alphabet A | US02079K3059 | 1.74 | 193.53 | +2.33% | |
Berkshire Hathaway B | US0846707026 | 1.52 | 459.32 | -2.86% | |
Tesla | US88160R1014 | 1.52 | 304.45 | +0.60% | |
Alphabet C | US02079K1079 | 1.43 | 194.40 | +2.34% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SEI World Equity Ex-US A (SIIT) | 8.14B | 17.30 | 14.97 | 6.67 | ||
SEI S&P 500 Index A (SIIT) | 4.35B | 6.20 | 19.64 | 13.58 | ||
SEI Tax-Managed Large Cap F (SIMT) | 3.52B | 6.52 | 14.95 | 10.58 | ||
SEI International Equity F (SIT) | 3.11B | 22.78 | 17.94 | 6.86 | ||
SEI Global Managed Volatility A (SI | 1.68B | 10.85 | 12.98 | - |
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