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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.54 | 1.55 | 0.01 |
Shares | 98.46 | 98.46 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.63 | 15.66 |
Price to Book | 2.39 | 2.48 |
Price to Sales | 1.74 | 1.69 |
Price to Cash Flow | 9.84 | 10.50 |
Dividend Yield | 2.91 | 2.52 |
5 Years Earnings Growth | 8.49 | 9.64 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 20.61 | 21.21 |
Healthcare | 16.75 | 15.64 |
Industrials | 11.35 | 11.67 |
Consumer Defensive | 11.12 | 8.54 |
Technology | 10.67 | 12.40 |
Energy | 9.93 | 7.67 |
Utilities | 8.23 | 5.33 |
Consumer Cyclical | 4.60 | 6.73 |
Basic Materials | 2.78 | 3.40 |
Communication Services | 2.22 | 5.55 |
Real Estate | 1.75 | 3.50 |
Number of long holdings: 203
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 3.74 | 265.29 | +1.76% | |
Broadcom | US11135F1012 | 3.69 | 235.65 | +3.03% | |
UnitedHealth | US91324P1021 | 3.40 | 295.00 | -0.19% | |
J&J | US4781601046 | 3.01 | 153.25 | +0.20% | |
Merck&Co | US58933Y1055 | 2.56 | 77.59 | +0.01% | |
Bank of America | US0605051046 | 2.48 | 44.22 | +2.36% | |
ConocoPhillips | US20825C1045 | 2.30 | 85.55 | +0.42% | |
Cisco | US17275R1023 | 1.73 | 63.75 | +1.01% | |
Gilead | US3755581036 | 1.71 | 109.09 | +1.60% | |
American Electric Power | US0255371017 | 1.47 | 102.91 | +0.03% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 705.13B | -5.46 | 11.33 | 11.64 | ||
Vanguard 500 Index Admiral | 528.46B | -4.94 | 12.13 | 12.28 | ||
Vanguard Total Stock Market Admiral | 377.59B | -5.47 | 11.31 | 11.61 | ||
Vanguard Total Intl Stock Index Inv | 216.94B | 8.74 | 7.96 | 4.94 | ||
Vanguard 500 Index Institutional Se | 194.93B | -4.92 | 12.16 | - |
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