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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.25 | 0.25 | 0.00 |
Shares | 99.75 | 99.75 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 28.04 | 27.56 |
Price to Book | 4.70 | 4.96 |
Price to Sales | 3.97 | 3.01 |
Price to Cash Flow | 16.81 | 17.62 |
Dividend Yield | 0.79 | 0.61 |
5 Years Earnings Growth | 12.85 | 13.81 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.68 | 28.06 |
Industrials | 19.53 | 18.03 |
Healthcare | 11.85 | 15.60 |
Consumer Cyclical | 10.24 | 13.18 |
Financial Services | 8.00 | 10.82 |
Real Estate | 7.38 | 2.71 |
Energy | 5.16 | 4.50 |
Communication Services | 5.09 | 4.04 |
Utilities | 3.26 | 2.07 |
Basic Materials | 1.63 | 2.29 |
Consumer Defensive | 1.19 | 2.83 |
Number of long holdings: 143
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Welltower | US95040Q1040 | 2.50 | 154.15 | +0.61% | |
Palantir | US69608A1088 | 2.30 | 84.65 | +0.30% | |
Amphenol | US0320951017 | 2.10 | 66.07 | +0.72% | |
Constellation Energy | US21037T1097 | 2.06 | 206.94 | +2.63% | |
Motorola | US6200763075 | 1.92 | 435.98 | -0.42% | |
Transdigm | US8936411003 | 1.91 | 1,397.44 | +1.02% | |
DoorDash | US25809K1051 | 1.69 | 182.42 | -0.19% | |
Royal Caribbean Cruises | LR0008862868 | 1.55 | 208.12 | +1.30% | |
Howmet | US4432011082 | 1.45 | 131.78 | +1.58% | |
Realty Income | US7561091049 | 1.30 | 57.15 | -1.48% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 730.53B | 1.13 | 11.51 | - | ||
Vanguard 500 Index Admiral | 568.34B | 1.44 | 12.50 | 12.94 | ||
Vanguard Total Stock Market Admiral | 407.95B | 1.12 | 11.49 | 12.30 | ||
Vanguard Total Intl Stock Index Inv | 209.79B | 5.17 | 4.34 | 4.95 | ||
Vanguard 500 Index Institutional Se | 207.17B | 1.44 | 12.54 | - |
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