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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.78 | 5.72 | 0.94 |
Shares | 94.95 | 94.95 | 0.00 |
Other | 0.26 | 0.28 | 0.02 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.14 | 11.80 |
Price to Book | 1.47 | 1.40 |
Price to Sales | 1.29 | 0.99 |
Price to Cash Flow | 7.33 | 6.40 |
Dividend Yield | 3.50 | 4.00 |
5 Years Earnings Growth | 8.46 | 9.50 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.33 | 22.53 |
Industrials | 19.62 | 14.76 |
Consumer Cyclical | 15.55 | 10.47 |
Technology | 12.17 | 8.57 |
Basic Materials | 10.06 | 7.17 |
Healthcare | 9.24 | 10.54 |
Consumer Defensive | 3.92 | 9.58 |
Communication Services | 3.34 | 6.02 |
Energy | 2.79 | 6.44 |
Real Estate | 1.36 | 1.80 |
Utilities | 0.61 | 3.64 |
Number of long holdings: 223
Number of short holdings: 19
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Tencent Holdings | KYG875721634 | 1.87 | 553.50 | +0.54% | |
HSBC | GB0005405286 | 1.73 | 958.40 | -0.26% | |
Kering | FR0000121485 | 1.72 | 221.80 | +4.43% | |
Taiwan Semicon | TW0002330008 | 1.69 | 1,145.00 | 0.00% | |
Roche Holding Participation | CH0012032048 | 1.53 | 259.20 | -2.23% | |
AIA Group | HK0000069689 | 1.43 | 73.55 | +4.25% | |
Nidec Corp | JP3734800000 | 1.40 | 2,958.0 | -0.40% | |
STMicroelectronics | NL0000226223 | 1.31 | 22.25 | -1.11% | |
Prudential | GB0007099541 | 1.18 | 934.40 | -0.13% | |
BASF | DE000BASF111 | 1.17 | 45.650 | -0.20% |
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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