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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.990 | 2.080 | 0.090 |
Shares | 63.140 | 63.140 | 0.000 |
Bonds | 34.760 | 34.760 | 0.000 |
Convertible | 0.110 | 0.110 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.727 | 18.836 |
Price to Book | 3.950 | 3.255 |
Price to Sales | 3.096 | 2.263 |
Price to Cash Flow | 15.636 | 12.577 |
Dividend Yield | 1.335 | 1.943 |
5 Years Earnings Growth | 13.428 | 10.917 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.920 | 24.090 |
Communication Services | 15.270 | 7.636 |
Healthcare | 13.900 | 12.678 |
Financial Services | 12.900 | 15.560 |
Consumer Cyclical | 7.970 | 10.222 |
Industrials | 6.370 | 10.191 |
Consumer Defensive | 4.220 | 5.903 |
Energy | 2.590 | 4.890 |
Basic Materials | 2.460 | 3.171 |
Real Estate | 1.400 | 4.225 |
Number of long holdings: 299
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.89 | 382.19 | +1.81% | |
Apple | US0378331005 | 5.07 | 223.19 | +0.48% | |
Meta Platforms | US30303M1027 | 4.21 | 586.00 | +1.67% | |
Alphabet C | US02079K1079 | 3.50 | 158.86 | +1.68% | |
Amazon.com | US0231351067 | 3.22 | 192.11 | +0.97% | |
United States Treasury Notes 4% | - | 2.55 | - | - | |
Berkshire Hathaway B | US0846707026 | 2.27 | 532.99 | +0.08% | |
United States Treasury Notes 4.625% | - | 2.23 | - | - | |
NVIDIA | US67066G1040 | 2.01 | 110.15 | +1.63% | |
UnitedHealth | US91324P1021 | 1.94 | 523.12 | -0.12% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Touchstone Mid Cap Y | 3.77B | -0.96 | 7.74 | 9.59 | ||
Touchstone Sands Capital Inst Gr | 2.32B | 43.93 | 28.26 | 18.82 | ||
Sentinel Common Stock A | 2.03B | 2.30 | 10.74 | 12.86 | ||
Touchstone Focused Y | 1.15B | 2.51 | 10.30 | 11.45 | ||
Sentinel Common Stock I | 868.64M | 2.35 | 11.04 | 13.16 |
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