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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.47 | 1.47 | 0.00 |
Shares | 98.53 | 98.53 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.30 | 21.04 |
Price to Book | 4.23 | 4.01 |
Price to Sales | 2.87 | 2.69 |
Price to Cash Flow | 14.86 | 14.10 |
Dividend Yield | 1.36 | 1.53 |
5 Years Earnings Growth | 9.83 | 10.59 |
Name | Net % | Category Average |
---|---|---|
Technology | 33.51 | 29.21 |
Financial Services | 13.68 | 14.86 |
Consumer Cyclical | 10.85 | 10.30 |
Communication Services | 9.76 | 8.77 |
Healthcare | 8.84 | 11.53 |
Industrials | 8.76 | 9.87 |
Consumer Defensive | 5.06 | 6.06 |
Energy | 3.03 | 3.66 |
Utilities | 2.36 | 2.61 |
Real Estate | 2.29 | 2.22 |
Basic Materials | 1.85 | 2.36 |
Number of long holdings: 1,015
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 6.86 | 181.25 | +1.83% | |
Microsoft | US5949181045 | 6.52 | 505.20 | -0.40% | |
Apple | US0378331005 | 5.04 | 228.29 | +0.23% | |
Amazon.com | US0231351067 | 3.70 | 228.52 | -0.14% | |
Meta Platforms | US30303M1027 | 2.78 | 755.77 | +0.13% | |
Broadcom | US11135F1012 | 2.24 | 296.69 | +0.91% | |
Alphabet A | US02079K3059 | 1.84 | 209.70 | +1.75% | |
E-mini S&P 500 Future Sept 25 | - | 1.77 | - | - | |
Alphabet C | US02079K1079 | 1.51 | 210.30 | +1.73% | |
Berkshire Hathaway B | US0846707026 | 1.43 | 484.92 | -0.83% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SEI World Equity Ex-US A (SIIT) | 8.62B | 16.47 | 13.48 | 6.65 | ||
SEI S&P 500 Index A (SIIT) | 4.52B | 8.55 | 17.02 | 13.60 | ||
SEI Tax-Managed Large Cap F (SIMT) | 3.66B | 8.23 | 12.71 | 10.54 | ||
SEI International Equity F (SIT) | 3.28B | 21.52 | 15.75 | 6.56 | ||
SEI Dynamic Asset Allocation A (SII | 1.87B | 10.22 | 16.18 | 13.25 |
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