
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.91 | 2.57 | 1.66 |
Shares | 69.12 | 69.12 | 0.00 |
Bonds | 29.91 | 29.91 | 0.00 |
Convertible | 0.03 | 0.03 | 0.00 |
Other | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.13 | 17.05 |
Price to Book | 2.30 | 2.59 |
Price to Sales | 1.85 | 1.88 |
Price to Cash Flow | 8.49 | 10.64 |
Dividend Yield | 2.37 | 2.16 |
5 Years Earnings Growth | 10.60 | 10.72 |
Name | Net % | Category Average |
---|---|---|
Technology | 16.73 | 21.43 |
Financial Services | 15.74 | 16.30 |
Real Estate | 13.06 | 4.22 |
Consumer Cyclical | 10.69 | 10.68 |
Healthcare | 10.69 | 11.77 |
Industrials | 10.14 | 11.31 |
Consumer Defensive | 6.75 | 6.27 |
Energy | 5.62 | 4.27 |
Basic Materials | 4.39 | 3.89 |
Communication Services | 3.71 | 6.99 |
Utilities | 2.47 | 2.88 |
Number of long holdings: 8
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Russell 1000 ETF | - | 36.64 | - | - | |
iShares Core US Aggregate Bond ETF | - | 26.70 | - | - | |
iShares Core MSCI EAFE ETF | - | 16.01 | - | - | |
iShares Cohen & Steers REIT ETF | - | 7.42 | - | - | |
iShares Core MSCI Emerging Markets ETF | - | 5.46 | - | - | |
iShares TIPS Bond ETF | - | 3.99 | - | - | |
iShares Russell 2000 ETF | - | 2.33 | - | - | |
iShares MSCI Canada ETF | - | 1.51 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
State Farm Interim | 302.61M | 2.97 | 2.93 | 1.37 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review