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| Name | Net % | Long % | Short % |
|---|---|---|---|
| Cash | 1.17 | 1.17 | 0.00 |
| Shares | 98.83 | 98.83 | 0.00 |
| Ratios | Value | Category Average |
|---|---|---|
| P/E Ratio | 12.98 | 12.93 |
| Price to Book | 1.72 | 1.46 |
| Price to Sales | 1.05 | 1.02 |
| Price to Cash Flow | 7.90 | 7.26 |
| Dividend Yield | 2.17 | 2.17 |
| 5 Years Earnings Growth | 9.31 | 10.90 |
| Name | Net % | Category Average |
|---|---|---|
| Financial Services | 19.33 | 25.17 |
| Industrials | 18.67 | 16.75 |
| Consumer Cyclical | 13.45 | 12.84 |
| Real Estate | 9.69 | 8.04 |
| Technology | 9.24 | 10.52 |
| Healthcare | 8.45 | 6.61 |
| Utilities | 5.18 | 3.68 |
| Basic Materials | 4.88 | 5.63 |
| Consumer Defensive | 4.46 | 3.93 |
| Energy | 3.70 | 6.09 |
| Communication Services | 2.95 | 2.30 |
Number of long holdings: 845
Number of short holdings: 1
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| NRG | US6293775085 | 0.80 | 170.36 | +4.00% | |
| EMCOR | US29084Q1004 | 0.74 | 748.24 | +7.46% | |
| Atmos Energy | US0495601058 | 0.66 | 175.93 | +0.10% | |
| Williams-Sonoma | US9699041011 | 0.61 | 189.09 | +0.56% | |
| Tapestry | US8760301072 | 0.60 | 114.71 | -0.17% | |
| Smurfit Westrock | IE00028FXN24 | 0.56 | 3,233.0 | +1.38% | |
| Jabil Circuit | US4663131039 | 0.56 | 212.44 | +2.84% | |
| United Therapeutics | US91307C1027 | 0.48 | 418.58 | -1.79% | |
| Aptiv | JE00BTDN8H13 | 0.48 | 86.19 | +1.44% | |
| F5 Networks | US3156161024 | 0.47 | 298.34 | -1.17% |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Ins Pls | 845.14B | 14.35 | 24.10 | 14.68 | ||
| Vanguard 500 Index Admiral | 626.03B | 14.80 | 24.88 | 15.26 | ||
| Vanguard Total Stock Market Admiral | 447.18B | 14.33 | 24.07 | 14.66 | ||
| Vanguard Total Intl Stock Index Inv | 246.07B | 26.39 | 20.70 | 8.25 | ||
| Vanguard Institutional Idx Instl Pl | 203.01B | 14.81 | 24.91 | 15.29 |
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