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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.75 | 5.17 | 0.42 |
Shares | 95.25 | 95.25 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.91 | 18.05 |
Price to Book | 2.44 | 2.98 |
Price to Sales | 1.50 | 2.21 |
Price to Cash Flow | 10.72 | 12.06 |
Dividend Yield | 1.72 | 2.23 |
5 Years Earnings Growth | 12.06 | 10.29 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.92 | 22.15 |
Consumer Cyclical | 18.27 | 10.03 |
Healthcare | 13.87 | 11.32 |
Financial Services | 11.58 | 16.91 |
Communication Services | 10.33 | 8.86 |
Industrials | 7.73 | 12.55 |
Basic Materials | 4.95 | 4.04 |
Consumer Defensive | 3.40 | 7.80 |
Real Estate | 2.22 | 2.34 |
Energy | 2.10 | 4.00 |
Utilities | 0.62 | 3.22 |
Number of long holdings: 199
Number of short holdings: 10
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 3.67 | 179.42 | +0.65% | |
Amazon.com | US0231351067 | 3.62 | 222.31 | +4.00% | |
Microsoft | US5949181045 | 3.07 | 524.94 | -0.53% | |
Meta Platforms | US30303M1027 | 2.03 | 771.99 | +1.12% | |
Mastercard | US57636Q1040 | 1.95 | 569.13 | +0.55% | |
Prosus | NL0013654783 | 1.72 | 50.68 | +0.34% | |
Taiwan Semicon | TW0002330008 | 1.47 | 1,150.00 | +1.32% | |
DoorDash | US25809K1051 | 1.39 | 258.08 | +1.10% | |
Elevance Health | US0367521038 | 1.37 | 276.30 | -0.04% | |
MercadoLibre | US58733R1023 | 1.22 | 2,317.22 | -3.77% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 798.34B | 5.65 | 19.05 | 12.92 | ||
Vanguard 500 Index Admiral | 598.15B | 6.18 | 19.66 | 13.60 | ||
Vanguard Total Stock Market Admiral | 426.73B | 5.63 | 19.02 | 12.90 | ||
Vanguard Total Intl Stock Index Inv | 230.36B | 18.19 | 13.73 | 6.21 | ||
Vanguard 500 Index Institutional Se | 218.06B | 6.20 | 19.70 | - |
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