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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.69 | 0.72 | 0.03 |
Shares | 99.31 | 99.31 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.91 | 20.66 |
Price to Book | 6.55 | 3.94 |
Price to Sales | 3.59 | 2.64 |
Price to Cash Flow | 17.79 | 13.85 |
Dividend Yield | 1.85 | 1.55 |
5 Years Earnings Growth | 8.50 | 10.56 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.64 | 28.65 |
Healthcare | 16.57 | 11.81 |
Financial Services | 16.37 | 14.95 |
Industrials | 14.82 | 9.87 |
Consumer Defensive | 12.01 | 6.21 |
Consumer Cyclical | 11.25 | 10.34 |
Basic Materials | 5.02 | 2.36 |
Communication Services | 2.36 | 8.65 |
Real Estate | 0.96 | 2.27 |
Number of long holdings: 54
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.73 | 512.50 | -0.24% | |
UnitedHealth | US91324P1021 | 3.73 | 282.12 | +0.38% | |
Apple | US0378331005 | 3.68 | 214.05 | +0.08% | |
McDonald’s | US5801351017 | 3.56 | 299.22 | +0.25% | |
Mastercard | US57636Q1040 | 3.37 | 568.28 | +0.01% | |
Visa A | US92826C8394 | 3.26 | 355.47 | -0.44% | |
American Express | US0258161092 | 3.09 | 310.74 | -0.28% | |
Texas Instruments | US8825081040 | 2.98 | 189.25 | +2.30% | |
Stryker | US8636671013 | 2.98 | 400.69 | -0.70% | |
Linde PLC | IE000S9YS762 | 2.97 | 404.600 | +1.20% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 786.34B | 5.65 | 19.05 | 12.92 | ||
Vanguard 500 Index Admiral | 586.6B | 6.18 | 19.66 | 13.60 | ||
Vanguard Total Stock Market Admiral | 418.7B | 5.63 | 19.02 | 12.90 | ||
Vanguard Total Intl Stock Index Inv | 234.25B | 18.19 | 13.73 | 6.21 | ||
Vanguard 500 Index Institutional Se | 218.06B | 6.20 | 19.70 | - |
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