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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 56.410 | 56.410 | 0.000 |
Bonds | 42.850 | 46.550 | 3.700 |
Convertible | 0.150 | 0.150 | 0.000 |
Preferred | 0.280 | 0.280 | 0.000 |
Other | 9.980 | 9.980 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.761 | 17.597 |
Price to Book | 2.535 | 2.719 |
Price to Sales | 1.681 | 1.985 |
Price to Cash Flow | 10.180 | 10.833 |
Dividend Yield | 1.943 | 2.505 |
5 Years Earnings Growth | 10.067 | 9.365 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.370 | 20.052 |
Financial Services | 16.210 | 17.961 |
Industrials | 12.750 | 11.947 |
Consumer Cyclical | 10.870 | 9.711 |
Communication Services | 10.030 | 7.365 |
Healthcare | 9.900 | 9.887 |
Consumer Defensive | 4.830 | 6.809 |
Basic Materials | 3.690 | 3.983 |
Energy | 2.950 | 4.806 |
Utilities | 2.540 | 3.521 |
Real Estate | 1.870 | 5.090 |
Number of long holdings: 11
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wilshire International Equity Instl | - | 21.74 | - | - | |
Wilshire Large Company Growth Instl | - | 19.52 | - | - | |
Wilshire Income Opportunities Instl | - | 18.37 | - | - | |
Wilshire Large Company Value Instl | - | 17.53 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 13.32 | - | - | |
Vanguard Mega Cap Index Institutional | - | 3.09 | - | - | |
Vanguard Long-Term Bond Index Admiral | - | 1.88 | - | - | |
Fidelity Emerging Markets Idx | - | 1.59 | - | - | |
Wilshire Small Company Value Instl | - | 1.50 | - | - | |
Wilshire Small Company Growth Instl | - | 1.47 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wilshire 5000 Index Invmt | 238.83M | 26.45 | 9.95 | 12.30 | ||
Wilshire International Equity Instl | 225.87M | 4.93 | 3.49 | 6.86 | ||
Wilshire Large Company Growth Instl | 188.79M | 36.31 | 10.06 | 14.79 | ||
Wilshire Large Company Value Instl | 164.23M | 21.04 | 9.39 | 8.18 | ||
Wilshire 5000 Index Portfolio Class | 60.94M | 26.72 | 10.18 | 12.59 |
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