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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 | 19.289 |
Price to Book | 3.661 | 3.304 |
Price to Sales | 2.984 | 2.308 |
Price to Cash Flow | 13.617 | 12.537 |
Dividend Yield | 1.353 | 1.895 |
5 Years Earnings Growth | 9.297 | 10.803 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.510 | 24.713 |
Communication Services | 15.370 | 7.741 |
Financial Services | 14.480 | 15.745 |
Healthcare | 13.790 | 12.322 |
Consumer Cyclical | 8.370 | 10.073 |
Industrials | 5.570 | 10.237 |
Consumer Defensive | 4.810 | 6.000 |
Energy | 2.810 | 4.799 |
Basic Materials | 1.990 | 3.152 |
Real Estate | 1.290 | 3.213 |
Number of long holdings: 220
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.23 | 522.50 | +0.38% | |
Apple | US0378331005 | 4.83 | 259.27 | +0.32% | |
Meta Platforms | US30303M1027 | 4.33 | 739.62 | +0.85% | |
Alphabet C | US02079K1079 | 3.46 | 255.14 | +1.03% | |
Amazon.com | US0231351067 | 3.33 | 219.92 | +0.90% | |
NVIDIA | US67066G1040 | 2.36 | 181.52 | +0.69% | |
Visa A | US92826C8394 | 1.94 | 345.11 | -0.07% | |
UnitedHealth | US91324P1021 | 1.83 | 357.26 | -1.17% | |
Berkshire Hathaway B | US0846707026 | 1.81 | 488.75 | -0.62% | |
Philip Morris | US7181721090 | 1.78 | 157.37 | +0.33% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Touchstone Mid Cap Y | 3.72B | 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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