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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.52 | 2.52 | 0.00 |
Shares | 97.48 | 97.48 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.71 | 19.98 |
Price to Book | 3.86 | 3.86 |
Price to Sales | 2.56 | 2.56 |
Price to Cash Flow | 13.49 | 13.66 |
Dividend Yield | 1.52 | 1.58 |
5 Years Earnings Growth | 9.99 | 10.94 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.44 | 27.78 |
Financial Services | 14.34 | 15.01 |
Healthcare | 10.82 | 12.64 |
Consumer Cyclical | 10.49 | 10.32 |
Communication Services | 9.26 | 8.44 |
Industrials | 8.47 | 9.62 |
Consumer Defensive | 5.96 | 6.33 |
Energy | 3.25 | 3.91 |
Real Estate | 2.54 | 2.32 |
Utilities | 2.41 | 2.78 |
Basic Materials | 2.01 | 2.38 |
Number of long holdings: 1,008
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.77 | 200.85 | +0.45% | |
Microsoft | US5949181045 | 5.42 | 460.36 | +0.37% | |
NVIDIA | US67066G1040 | 4.70 | 135.13 | -2.92% | |
Amazon.com | US0231351067 | 3.19 | 205.01 | -0.34% | |
E-mini S&P 500 Future June 25 | - | 2.76 | - | - | |
Meta Platforms | US30303M1027 | 2.22 | 647.49 | +0.38% | |
Berkshire Hathaway B | US0846707026 | 1.80 | 503.96 | -0.44% | |
Alphabet A | US02079K3059 | 1.72 | 171.74 | -0.07% | |
Broadcom | US11135F1012 | 1.63 | 242.07 | +0.04% | |
Tesla | US88160R1014 | 1.45 | 346.46 | -3.34% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SEI World Equity Ex-US A (SIIT) | 8.41B | 9.02 | 9.00 | 5.54 | ||
SEI S&P 500 Index A (SIIT) | 4.19B | -4.91 | 12.11 | 12.27 | ||
SEI Tax-Managed Large Cap F (SIMT) | 3.42B | -3.19 | 8.31 | 9.52 | ||
SEI International Equity F (SIT) | 3.18B | 13.11 | 11.63 | 5.80 | ||
SEI Global Managed Volatility A (SI | 2.09B | 6.87 | 10.08 | - |
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