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| Name | Net % | Long % | Short % |
|---|---|---|---|
| Cash | 5.930 | 5.930 | 0.000 |
| Shares | 58.560 | 59.230 | 0.670 |
| Bonds | 35.470 | 39.290 | 3.820 |
| Preferred | 0.050 | 0.050 | 0.000 |
| Ratios | Value | Category Average |
|---|---|---|
| P/E Ratio | 21.179 | 19.172 |
| Price to Book | 3.752 | 3.319 |
| Price to Sales | 2.957 | 2.321 |
| Price to Cash Flow | 13.844 | 12.606 |
| Dividend Yield | 1.295 | 1.884 |
| 5 Years Earnings Growth | 11.298 | 10.795 |
| Name | Net % | Category Average |
|---|---|---|
| Technology | 31.240 | 24.878 |
| Financial Services | 15.630 | 15.721 |
| Consumer Cyclical | 12.110 | 10.080 |
| Communication Services | 10.970 | 7.793 |
| Healthcare | 10.320 | 12.232 |
| Industrials | 6.550 | 10.221 |
| Energy | 4.170 | 4.759 |
| Consumer Defensive | 3.110 | 5.934 |
| Utilities | 2.910 | 3.243 |
| Basic Materials | 1.570 | 3.159 |
| Real Estate | 1.420 | 3.226 |
Number of long holdings: 1,065
Number of short holdings: 9
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| 10 Year Treasury Note Future Mar 25 | - | 7.50 | - | - | |
| E-Mini Russ 2000 Mar25 Xcme 20250321 | - | 3.69 | - | - | |
| Apple | US0378331005 | 3.44 | 268.81 | +2.28% | |
| NVIDIA | US67066G1040 | 3.31 | 191.49 | +2.81% | |
| Microsoft | US5949181045 | 3.29 | 531.52 | +1.51% | |
| Amazon.com | US0231351067 | 2.28 | 226.97 | +1.23% | |
| Federal National Mortgage Association 6% | - | 1.76 | - | - | |
| Invesco S&P 500 Equal Weight | US46137V3574 | 1.76 | 192.11 | +0.44% | |
| United States Treasury Bills 0% | - | 1.50 | - | - | |
| Alphabet A | US02079K3059 | 1.48 | 269.27 | +3.60% |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| PACE Large Co Growth Equity P | 741.31M | 11.67 | 25.85 | 15.50 | ||
| PACE International Equity P | 706.07M | 27.97 | 23.96 | 9.41 | ||
| PACE Large Co Value Equity P | 687.62M | 14.63 | 19.49 | 10.63 | ||
| PACE Small/Medium Co Value Equity P | 245.99M | -1.28 | 2.09 | 6.82 | ||
| PACE Small/Medium Co Growth Equity | 245.17M | -4.30 | 1.93 | 7.95 |
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