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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.90 | 1.90 | 0.00 |
Shares | 98.10 | 98.10 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.05 | 20.03 |
Price to Book | 4.00 | 3.86 |
Price to Sales | 2.69 | 2.55 |
Price to Cash Flow | 14.04 | 13.60 |
Dividend Yield | 1.46 | 1.58 |
5 Years Earnings Growth | 9.25 | 10.82 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.47 | 27.91 |
Financial Services | 14.16 | 14.97 |
Consumer Cyclical | 10.88 | 10.32 |
Communication Services | 9.67 | 8.46 |
Healthcare | 9.62 | 12.49 |
Industrials | 8.68 | 9.74 |
Consumer Defensive | 5.72 | 6.37 |
Energy | 3.07 | 3.81 |
Real Estate | 2.42 | 2.33 |
Utilities | 2.38 | 2.71 |
Basic Materials | 1.93 | 2.39 |
Number of long holdings: 1,006
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.07 | 477.40 | -0.59% | |
NVIDIA | US67066G1040 | 5.61 | 143.85 | -1.12% | |
Apple | US0378331005 | 5.25 | 201.00 | +2.25% | |
Amazon.com | US0231351067 | 3.41 | 209.69 | -1.33% | |
Meta Platforms | US30303M1027 | 2.52 | 682.35 | -1.93% | |
Broadcom | US11135F1012 | 1.98 | 249.99 | -0.51% | |
Alphabet A | US02079K3059 | 1.79 | 166.64 | -3.85% | |
Tesla | US88160R1014 | 1.71 | 322.16 | +0.03% | |
Berkshire Hathaway B | US0846707026 | 1.64 | 484.85 | -0.06% | |
E-mini S&P 500 Future June 25 | - | 1.56 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SEI World Equity Ex-US A (SIIT) | 8.36B | 13.74 | 9.92 | 5.99 | ||
SEI S&P 500 Index A (SIIT) | 4.21B | 1.05 | 14.33 | 12.81 | ||
SEI Tax-Managed Large Cap F (SIMT) | 3.42B | 2.30 | 9.97 | 9.94 | ||
SEI International Equity F (SIT) | 3.13B | 19.26 | 12.76 | 6.30 | ||
SEI Global Managed Volatility A (SI | 2.13B | 9.67 | 10.69 | - |
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