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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.85 | 3.85 | 0.00 |
Shares | 11.20 | 28.26 | 17.06 |
Bonds | 64.36 | 67.05 | 2.69 |
Preferred | 0.26 | 0.26 | 0.00 |
Other | 20.34 | 20.34 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.17 | 19.11 |
Price to Book | 2.81 | 2.96 |
Price to Sales | 1.67 | 2.26 |
Price to Cash Flow | 10.80 | 12.15 |
Dividend Yield | 2.63 | 2.13 |
5 Years Earnings Growth | 8.29 | 10.70 |
Name | Net % | Category Average |
---|---|---|
Energy | 54.93 | 5.89 |
Consumer Defensive | 52.47 | 7.37 |
Healthcare | 42.53 | 11.76 |
Real Estate | 21.70 | 6.07 |
Communication Services | 11.57 | 8.01 |
Utilities | 9.79 | 3.45 |
Basic Materials | -0.83 | 3.16 |
Industrials | -3.93 | 10.42 |
Financial Services | -5.72 | 15.11 |
Technology | -12.92 | 21.75 |
Consumer Cyclical | -69.60 | 9.22 |
Number of long holdings: 971
Number of short holdings: 85
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes 0.25% | - | 14.74 | - | - | |
2 Year Treasury Note Future Dec 25 | - | 11.85 | - | - | |
United States Treasury Notes 0.375% | - | 9.72 | - | - | |
5 Year Treasury Note Future Dec 25 | - | 4.13 | - | - | |
United States Treasury Notes 1.625% | - | 3.57 | - | - | |
Exxon Mobil | US30231G1022 | 1.78 | 114.20 | +0.83% | |
United States Treasury Notes 0.75% | - | 1.61 | - | - | |
United States Treasury Notes 0.125% | - | 1.55 | - | - | |
United States Treasury Notes 0.125% | - | 1.15 | - | - | |
Chevron | US1667641005 | 1.12 | 154.02 | +0.31% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SEI World Equity Ex-US A (SIIT) | 8.65B | 20.12 | 16.43 | 7.87 | ||
SEI S&P 500 Index A (SIIT) | 4.52B | 10.73 | 19.44 | 14.53 | ||
SEI Tax-Managed Large Cap F (SIMT) | 3.72B | 11.32 | 15.19 | 11.54 | ||
SEI International Equity F (SIT) | 3.29B | 26.04 | 19.43 | 7.68 | ||
SEI Dynamic Asset Allocation A (SII | 1.92B | 13.53 | 18.99 | 14.32 |
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