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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.060 | 2.240 | 1.180 |
Shares | 51.500 | 55.120 | 3.620 |
Bonds | 47.420 | 47.420 | 0.000 |
Convertible | 0.010 | 0.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.577 | 20.028 |
Price to Book | 4.310 | 3.894 |
Price to Sales | 2.453 | 2.535 |
Price to Cash Flow | 15.611 | 13.692 |
Dividend Yield | 2.317 | 1.695 |
5 Years Earnings Growth | 8.887 | 11.074 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 19.020 | 13.924 |
Technology | 18.050 | 27.645 |
Industrials | 17.050 | 9.859 |
Consumer Defensive | 14.490 | 7.355 |
Financial Services | 11.330 | 12.747 |
Consumer Cyclical | 8.730 | 10.494 |
Utilities | 7.620 | 3.251 |
Energy | 2.240 | 3.887 |
Basic Materials | 0.800 | 1.854 |
Communication Services | 0.660 | 7.314 |
Number of long holdings: 55
Number of short holdings: 22
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SPDR Barclays Intermediate Term Corporate Bond | US78464A3757 | 16.76 | 32.56 | -0.17% | |
iShares MBS ETF | - | 9.58 | - | - | |
SPDR Short Term Corp Bond | US78464A4748 | 9.57 | 29.70 | 0.00% | |
Spx Call 4750 12/20/24 | - | 5.70 | - | - | |
SPDR Long Term Credit Bond | US78464A3674 | 4.81 | 22.55 | -1.18% | |
VanEck Fallen Angel HiYld Bd ETF | - | 4.80 | - | - | |
iShares Core Dividend Growth ETF | - | 4.58 | - | - | |
Vanguard Dividend Appreciation ETF | - | 4.58 | - | - | |
Schwab US Dividend Equity | US8085247976 | 4.34 | 77.76 | +0.63% | |
Microsoft Corp | - | 3.71 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Stadion Trilogy Alternative Returni | 16.06M | 0.89 | -3.58 | 0.76 | ||
Stadion Trilogy Alternative Returna | 1.12M | 0.90 | -3.81 | 0.52 |
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