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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.43 | 0.43 | 0.00 |
Stocks | 99.57 | 99.57 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.50 | 14.49 |
Price to Book | 2.06 | 1.98 |
Price to Sales | 1.13 | 1.16 |
Price to Cash Flow | 9.54 | 8.76 |
Dividend Yield | 2.53 | 2.28 |
5 Years Earnings Growth | 9.23 | 10.89 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 17.89 | 17.98 |
Industrials | 15.93 | 17.96 |
Utilities | 12.17 | 6.52 |
Technology | 9.45 | 10.29 |
Healthcare | 8.21 | 9.19 |
Basic Materials | 8.03 | 5.17 |
Real Estate | 7.98 | 7.63 |
Consumer Defensive | 7.15 | 6.28 |
Consumer Cyclical | 7.08 | 11.85 |
Energy | 3.60 | 6.41 |
Communication Services | 2.50 | 3.01 |
Number of long holdings: 199
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
PACCAR | US6937181088 | 1.40 | 107.50 | +1.70% | |
Carrier Global | US14448C1045 | 1.32 | 63.18 | -0.25% | |
Arthur J Gallagher | US3635761097 | 1.28 | 253.61 | +1.81% | |
Newmont Goldcorp | US6516391066 | 1.18 | 41.94 | +0.12% | |
ONEOK | US6826801036 | 1.16 | 81.00 | +1.33% | |
United Rentals | US9113631090 | 1.13 | 670.01 | +1.64% | |
Allstate | US0200021014 | 1.13 | 167.52 | +1.54% | |
PG E | US69331C1080 | 1.13 | 18.54 | +1.42% | |
Digital | US2538681030 | 1.09 | 145.34 | +0.90% | |
Ferguson | JE00BJVNSS43 | 1.07 | 15,900.0 | -1.40% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 628.52B | 5.16 | 6.22 | - | ||
Vanguard 500 Index Admiral | 484.24B | 6.02 | 8.02 | 12.37 | ||
Vanguard Total Stock Market Admiral | 355.44B | 5.15 | 6.20 | 11.76 | ||
Vanguard Total Intl Stock Index Inv | 191.19B | 1.91 | 0.13 | 4.01 | ||
Vanguard 500 Index Institutional Se | 163.76B | 6.03 | 8.05 | - |
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