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| Name | Net % | Long % | Short % |
|---|---|---|---|
| Cash | 0.920 | 0.920 | 0.000 |
| Shares | 63.370 | 63.370 | 0.000 |
| Bonds | 35.470 | 35.470 | 0.000 |
| Convertible | 0.130 | 0.130 | 0.000 |
| Preferred | 0.110 | 0.110 | 0.000 |
| Ratios | Value | Category Average |
|---|---|---|
| P/E Ratio | 19.592 | 19.172 |
| Price to Book | 3.661 | 3.319 |
| Price to Sales | 2.984 | 2.321 |
| Price to Cash Flow | 13.617 | 12.606 |
| Dividend Yield | 1.353 | 1.884 |
| 5 Years Earnings Growth | 9.297 | 10.795 |
| Name | Net % | Category Average |
|---|---|---|
| Technology | 31.510 | 24.878 |
| Communication Services | 15.370 | 7.793 |
| Financial Services | 14.480 | 15.721 |
| Healthcare | 13.790 | 12.232 |
| Consumer Cyclical | 8.370 | 10.080 |
| Industrials | 5.570 | 10.221 |
| Consumer Defensive | 4.810 | 5.934 |
| Energy | 2.810 | 4.759 |
| Basic Materials | 1.990 | 3.159 |
| Real Estate | 1.290 | 3.226 |
Number of long holdings: 220
Number of short holdings: 0
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Microsoft | US5949181045 | 5.23 | 523.61 | +0.59% | |
| Apple | US0378331005 | 4.83 | 262.82 | +1.25% | |
| Meta Platforms | US30303M1027 | 4.33 | 738.36 | +0.59% | |
| Alphabet C | US02079K1079 | 3.46 | 260.51 | +2.67% | |
| Amazon.com | US0231351067 | 3.33 | 224.21 | +1.41% | |
| NVIDIA | US67066G1040 | 2.36 | 186.26 | +2.25% | |
| Visa A | US92826C8394 | 1.94 | 347.38 | +0.41% | |
| UnitedHealth | US91324P1021 | 1.83 | 362.50 | +0.57% | |
| Berkshire Hathaway B | US0846707026 | 1.81 | 492.10 | +0.40% | |
| Philip Morris | US7181721090 | 1.78 | 157.62 | -0.05% |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Touchstone Mid Cap Y | 3.69B | 1.90 | 14.29 | 11.16 | ||
| Touchstone Sands Capital Inst Gr | 2.32B | 43.93 | 28.26 | 18.82 | ||
| Sentinel Common Stock A | 2.3B | 14.08 | 22.80 | 15.00 | ||
| Touchstone Focused Y | 1.32B | 13.27 | 21.78 | 13.30 | ||
| Sentinel Common Stock I | 1B | 14.30 | 23.13 | 15.31 |
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