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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.91 | 1.91 | 0.00 |
Shares | 98.09 | 98.09 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.25 | 15.50 |
Price to Book | 2.25 | 2.42 |
Price to Sales | 1.72 | 1.64 |
Price to Cash Flow | 9.89 | 10.22 |
Dividend Yield | 3.14 | 2.61 |
5 Years Earnings Growth | 8.59 | 9.63 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 20.92 | 20.41 |
Healthcare | 14.07 | 15.32 |
Energy | 11.29 | 8.39 |
Consumer Defensive | 11.22 | 8.57 |
Industrials | 10.99 | 11.77 |
Technology | 10.79 | 12.71 |
Utilities | 7.34 | 5.17 |
Consumer Cyclical | 5.61 | 6.43 |
Basic Materials | 3.43 | 3.80 |
Real Estate | 2.21 | 3.72 |
Communication Services | 2.12 | 5.43 |
Number of long holdings: 206
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 3.96 | 210.76 | +0.47% | |
Broadcom | US11135F1012 | 3.00 | 172.93 | -2.90% | |
J&J | US4781601046 | 2.80 | 162.59 | +0.74% | |
Merck&Co | US58933Y1055 | 2.42 | 113.31 | +0.19% | |
EOG Resources | US26875P1012 | 2.16 | 121.08 | +0.59% | |
ConocoPhillips | US20825C1045 | 2.10 | 103.52 | +1.18% | |
Cisco | US17275R1023 | 2.02 | 53.02 | +0.31% | |
Pfizer | US7170811035 | 1.78 | 29.22 | +0.85% | |
P&G | US7427181091 | 1.57 | 173.59 | +0.22% | |
Bank of America | US0605051046 | 1.53 | 39.56 | +0.09% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 700.88B | 18.17 | 7.72 | - | ||
Vanguard 500 Index Admiral | 542.14B | 19.49 | 9.33 | 12.94 | ||
Vanguard Total Stock Market Admiral | 395.58B | 18.16 | 7.70 | 12.31 | ||
Vanguard Total Intl Stock Index Inv | 209.55B | 10.64 | 1.87 | 4.55 | ||
Vanguard 500 Index Institutional Se | 188.05B | 19.51 | 9.36 | - |
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