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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.85 | 4.86 | 0.01 |
Stocks | 95.15 | 95.15 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.05 | 15.25 |
Price to Book | 2.55 | 2.41 |
Price to Sales | 1.83 | 1.62 |
Price to Cash Flow | 11.33 | 10.08 |
Dividend Yield | 1.92 | 2.63 |
5 Years Earnings Growth | 11.54 | 9.59 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.15 | 12.41 |
Financial Services | 18.67 | 20.53 |
Healthcare | 15.84 | 15.23 |
Industrials | 9.93 | 11.93 |
Consumer Cyclical | 8.88 | 6.45 |
Energy | 6.88 | 8.57 |
Communication Services | 6.69 | 5.44 |
Consumer Defensive | 5.68 | 8.49 |
Basic Materials | 2.68 | 3.92 |
Real Estate | 1.38 | 3.57 |
Utilities | 1.22 | 5.04 |
Number of long holdings: 186
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 5.80 | - | - | |
Amazon.com Inc | - | 2.59 | - | - | |
Alphabet Inc Class A | - | 2.48 | - | - | |
Apple Inc | - | 2.01 | - | - | |
Wells Fargo & Co | - | 1.77 | - | - | |
Medtronic | IE00BTN1Y115 | 1.68 | 84.07 | +2.10% | |
UnitedHealth Group Inc | - | 1.44 | - | - | |
Meta Platforms Inc Class A | - | 1.42 | - | - | |
Bank of America | US0605051046 | 1.39 | 39.78 | +0.20% | |
Elevance Health Inc | - | 1.39 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.55B | 10.13 | 7.72 | - | ||
Vanguard 500 Index Admiral | 507.74B | 11.28 | 9.52 | 12.65 | ||
Vanguard Total Stock Market Admiral | 371.57B | 10.12 | 7.70 | 12.03 | ||
Vanguard Total Intl Stock Index Inv | 197.89B | 6.01 | 0.42 | 4.22 | ||
Vanguard 500 Index Institutional Se | 172.16B | 11.29 | 9.55 | - |
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