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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 27.080 | 27.080 | 0.000 |
Shares | 58.480 | 58.480 | 0.000 |
Bonds | 14.410 | 14.410 | 0.000 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.039 | 17.047 |
Price to Book | 1.833 | 2.587 |
Price to Sales | 1.308 | 1.878 |
Price to Cash Flow | 8.661 | 10.639 |
Dividend Yield | 2.733 | 2.158 |
5 Years Earnings Growth | 9.904 | 10.721 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 17.300 | 16.298 |
Technology | 16.430 | 21.431 |
Industrials | 12.250 | 11.314 |
Real Estate | 11.140 | 4.225 |
Consumer Cyclical | 10.050 | 10.677 |
Healthcare | 8.140 | 11.775 |
Communication Services | 6.150 | 6.993 |
Energy | 5.950 | 4.271 |
Consumer Defensive | 5.620 | 6.270 |
Basic Materials | 4.940 | 3.894 |
Utilities | 2.030 | 2.875 |
Number of long holdings: 10
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
DFA US Core Equity 1 I | - | 27.04 | - | - | |
DFA Five-Year Global Fixed-Income I | - | 17.52 | - | - | |
DFA Short-Term Government I | - | 17.50 | - | - | |
DFA International Core Equity 2 I | - | 13.84 | - | - | |
DFA Global Real Estate Securities Port | - | 6.11 | - | - | |
DFA Emerging Markets Core Equity 2 I | - | 4.87 | - | - | |
DFA Inflation-Protected Securities I | - | 4.14 | - | - | |
DFA US Large Cap Value I | - | 3.87 | - | - | |
DFA US Small Cap Value I | - | 3.43 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
StarTrack 2040 Fund | 14.87M | -0.35 | 6.99 | 7.23 |
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