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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.320 | 1.950 | 0.630 |
Shares | 60.050 | 60.050 | 0.000 |
Bonds | 38.570 | 38.600 | 0.030 |
Convertible | 0.020 | 0.020 | 0.000 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.606 | 17.418 |
Price to Book | 2.478 | 2.818 |
Price to Sales | 1.762 | 1.972 |
Price to Cash Flow | 11.171 | 11.484 |
Dividend Yield | 2.136 | 2.177 |
5 Years Earnings Growth | 11.109 | 11.137 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.180 | 21.675 |
Financial Services | 15.660 | 15.295 |
Industrials | 11.730 | 10.945 |
Healthcare | 11.080 | 13.739 |
Consumer Cyclical | 10.870 | 9.566 |
Communication Services | 7.020 | 6.803 |
Consumer Defensive | 6.070 | 6.919 |
Energy | 4.600 | 5.401 |
Basic Materials | 4.410 | 3.541 |
Real Estate | 2.920 | 3.377 |
Utilities | 2.460 | 2.737 |
Number of long holdings: 4
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 36.96 | - | - | |
Vanguard Total Bond Market Idx InstlPls | - | 27.49 | - | - | |
Vanguard Total Intl Stock Idx InstlPls | - | 23.93 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 11.61 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
VA Invest529 Total Stock Market Ind | 1.96B | 9.55 | 9.59 | 12.18 | ||
VA Invest529 Stable Value Portfolio | 262.88M | 0.74 | 2.06 | 1.93 | ||
VA Invest529 Conservative Income Po | 92.32M | 1.08 | -0.38 | 3.26 | ||
VA Invest529 REIT Index Portfolio | 83.21M | -2.33 | 1.71 | 6.14 |
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