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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.54 | 1.54 | 0.00 |
Shares | 61.14 | 61.14 | 0.00 |
Bonds | 37.12 | 37.12 | 0.00 |
Convertible | 0.11 | 0.11 | 0.00 |
Preferred | 0.09 | 0.09 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.76 | 18.77 |
Price to Book | 3.73 | 3.25 |
Price to Sales | 2.99 | 2.23 |
Price to Cash Flow | 13.65 | 12.31 |
Dividend Yield | 1.33 | 1.93 |
5 Years Earnings Growth | 9.40 | 10.76 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.73 | 24.21 |
Communication Services | 15.32 | 7.55 |
Financial Services | 14.10 | 15.90 |
Healthcare | 13.77 | 12.77 |
Consumer Cyclical | 8.56 | 9.94 |
Industrials | 5.57 | 10.22 |
Consumer Defensive | 4.85 | 6.05 |
Energy | 2.72 | 4.89 |
Basic Materials | 2.02 | 3.18 |
Real Estate | 1.33 | 3.37 |
Number of long holdings: 307
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes 3.5% | - | 5.78 | - | - | |
Microsoft | US5949181045 | 5.16 | 512.74 | +0.05% | |
Apple | US0378331005 | 4.67 | 211.27 | -1.30% | |
Meta Platforms | US30303M1027 | 4.26 | 700.00 | -2.46% | |
Amazon.com | US0231351067 | 3.30 | 231.01 | -0.76% | |
Alphabet C | US02079K1079 | 3.28 | 196.43 | +1.56% | |
NVIDIA | US67066G1040 | 2.25 | 175.50 | -0.71% | |
United States Treasury Bonds 4.125% | - | 2.21 | - | - | |
Visa A | US92826C8394 | 1.94 | 351.29 | -1.18% | |
Berkshire Hathaway B | US0846707026 | 1.88 | 476.56 | -1.07% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Touchstone Mid Cap Y | 3.92B | 0.69 | 12.06 | 10.00 | ||
Touchstone Sands Capital Inst Gr | 2.32B | 43.93 | 28.26 | 18.82 | ||
Sentinel Common Stock A | 2.24B | 6.41 | 17.98 | 13.41 | ||
Touchstone Focused Y | 1.27B | 6.64 | 17.66 | 11.68 | ||
Sentinel Common Stock I | 951.84M | 6.55 | 18.30 | 13.71 |
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