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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.87 | 1.87 | 0.00 |
Shares | 98.13 | 98.13 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.14 | 15.71 |
Price to Book | 2.32 | 2.50 |
Price to Sales | 1.78 | 1.70 |
Price to Cash Flow | 10.29 | 10.57 |
Dividend Yield | 2.99 | 2.51 |
5 Years Earnings Growth | 7.62 | 9.55 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.31 | 21.26 |
Healthcare | 14.13 | 15.44 |
Technology | 12.60 | 12.55 |
Industrials | 11.65 | 11.75 |
Consumer Defensive | 10.32 | 8.42 |
Energy | 9.79 | 7.66 |
Utilities | 8.05 | 5.28 |
Consumer Cyclical | 5.28 | 6.77 |
Basic Materials | 2.65 | 3.40 |
Communication Services | 2.56 | 5.56 |
Real Estate | 1.66 | 3.51 |
Number of long holdings: 206
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 4.75 | 196.62 | -2.05% | |
JPMorgan | US46625H1005 | 4.50 | 249.99 | -1.02% | |
J&J | US4781601046 | 2.74 | 153.89 | -0.72% | |
Merck&Co | US58933Y1055 | 2.66 | 80.83 | -2.43% | |
ConocoPhillips | US20825C1045 | 2.22 | 87.91 | +0.34% | |
Cisco | US17275R1023 | 2.14 | 58.67 | -1.10% | |
Bank of America | US0605051046 | 2.13 | 40.73 | -0.96% | |
Gilead | US3755581036 | 1.92 | 100.23 | -2.51% | |
Pfizer | US7170811035 | 1.79 | 23.48 | -1.63% | |
P&G | US7427181091 | 1.39 | 158.00 | -0.52% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 690.61B | -4.82 | 8.12 | - | ||
Vanguard 500 Index Admiral | 533.44B | -4.28 | 9.02 | 12.46 | ||
Vanguard Total Stock Market Admiral | 381.66B | -4.83 | 8.10 | 11.74 | ||
Vanguard Total Intl Stock Index Inv | 210.14B | 5.46 | 4.59 | 5.14 | ||
Vanguard 500 Index Institutional Se | 194.95B | -4.28 | 9.05 | - |
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