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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.720 | 0.770 | 0.050 |
Shares | 65.130 | 69.340 | 4.210 |
Bonds | 28.600 | 29.050 | 0.450 |
Convertible | 0.340 | 0.340 | 0.000 |
Preferred | 0.750 | 0.750 | 0.000 |
Other | 4.450 | 4.480 | 0.030 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.147 | 17.414 |
Price to Book | 2.971 | 2.840 |
Price to Sales | 1.979 | 2.077 |
Price to Cash Flow | 10.716 | 11.195 |
Dividend Yield | 1.833 | 2.197 |
5 Years Earnings Growth | 10.967 | 10.259 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.870 | 21.600 |
Financial Services | 17.410 | 16.937 |
Consumer Cyclical | 13.810 | 9.659 |
Industrials | 11.090 | 10.936 |
Healthcare | 10.330 | 12.774 |
Communication Services | 9.780 | 7.056 |
Energy | 4.570 | 4.850 |
Consumer Defensive | 3.560 | 6.619 |
Basic Materials | 2.530 | 3.254 |
Utilities | 2.420 | 2.970 |
Real Estate | 0.620 | 3.345 |
Number of long holdings: 1
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BlackRock Global Allocation Instl | - | 100.00 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CA ScholarShare College Savings Pue | 2.83B | -5.38 | 11.36 | 11.62 | ||
MI Education Savings Program US Equ | 862.8M | -5.37 | 11.32 | 11.58 | ||
WI Edvest 529 Plan Large Cap Stock | 830.84M | -4.93 | 12.06 | 12.18 | ||
WI Edvest 529 Plan Based Aggressive | 666.13M | 0.43 | 8.53 | 7.97 | ||
OR Oregon College Savings Plan US E | 529.76M | -5.52 | 11.12 | - |
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