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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 | 18.53 |
Price to Book | 3.73 | 3.22 |
Price to Sales | 2.99 | 2.20 |
Price to Cash Flow | 13.65 | 12.19 |
Dividend Yield | 1.33 | 1.94 |
5 Years Earnings Growth | 9.40 | 11.02 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.73 | 23.94 |
Communication Services | 15.32 | 7.51 |
Financial Services | 14.10 | 15.90 |
Healthcare | 13.77 | 12.98 |
Consumer Cyclical | 8.56 | 9.98 |
Industrials | 5.57 | 10.17 |
Consumer Defensive | 4.85 | 6.08 |
Energy | 2.72 | 4.94 |
Basic Materials | 2.02 | 3.18 |
Real Estate | 1.33 | 3.40 |
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 | 492.05 | -1.08% | |
Apple | US0378331005 | 4.67 | 207.82 | +1.29% | |
Meta Platforms | US30303M1027 | 4.26 | 719.22 | -2.56% | |
Amazon.com | US0231351067 | 3.30 | 220.46 | +0.49% | |
Alphabet C | US02079K1079 | 3.28 | 176.91 | -0.27% | |
NVIDIA | US67066G1040 | 2.25 | 153.30 | -2.97% | |
United States Treasury Bonds 4.125% | - | 2.21 | - | - | |
Visa A | US92826C8394 | 1.94 | 355.47 | +0.12% | |
Berkshire Hathaway B | US0846707026 | 1.88 | 489.61 | +0.79% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Touchstone Mid Cap Y | 3.82B | -2.32 | 8.60 | 9.52 | ||
Touchstone Sands Capital Inst Gr | 2.32B | 43.93 | 28.26 | 18.82 | ||
Sentinel Common Stock A | 2.19B | -0.06 | 12.59 | 12.50 | ||
Touchstone Focused Y | 1.25B | 0.47 | 12.41 | 10.87 | ||
Sentinel Common Stock I | 924.57M | 0.06 | 12.89 | 12.80 |
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