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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.07 | 2.07 | 0.00 |
Shares | 97.93 | 97.93 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.37 | 21.22 |
Price to Book | 4.38 | 4.03 |
Price to Sales | 3.11 | 2.73 |
Price to Cash Flow | 15.08 | 14.14 |
Dividend Yield | 1.47 | 1.50 |
5 Years Earnings Growth | 9.83 | 10.77 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.72 | 29.42 |
Financial Services | 21.64 | 14.77 |
Communication Services | 16.57 | 8.98 |
Healthcare | 16.27 | 11.46 |
Consumer Cyclical | 13.70 | 10.40 |
Industrials | 2.10 | 9.76 |
Number of long holdings: 25
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Amazon.com | US0231351067 | 8.37 | 213.04 | -0.67% | |
JPMorgan | US46625H1005 | 7.53 | 297.56 | -0.33% | |
Charles Schwab | US8085131055 | 6.69 | 94.14 | +0.78% | |
Alphabet C | US02079K1079 | 6.65 | 253.79 | +0.76% | |
KLA Corp | US4824801009 | 6.41 | 1,106.66 | +0.72% | |
Meta Platforms | US30303M1027 | 5.68 | 716.92 | +0.68% | |
Amgen | US0311621009 | 5.19 | 298.81 | +1.01% | |
Lowe’s | US5486611073 | 5.05 | 244.70 | +0.66% | |
Cisco | US17275R1023 | 5.04 | 70.13 | +1.51% | |
Qualcomm | US7475251036 | 4.54 | 163.45 | -0.38% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Red Oak Technology Select | 761.49M | 20.84 | 32.11 | 19.39 | ||
Pin Oak Equity | 144.73M | 21.90 | 6.47 | 10.37 | ||
Live Oak Health Sciences Fund | 50.48M | 7.54 | 7.30 | 6.84 |
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