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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.780 | 1.780 | 0.000 |
Stocks | 72.290 | 72.290 | 0.000 |
Bonds | 25.720 | 25.740 | 0.020 |
Convertible | 0.110 | 0.110 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 0.090 | 0.090 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.211 | 17.578 |
Price to Book | 2.088 | 2.365 |
Price to Sales | 1.473 | 1.712 |
Price to Cash Flow | 7.367 | 9.601 |
Dividend Yield | 2.512 | 2.242 |
5 Years Earnings Growth | 10.335 | 10.816 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.110 | 19.069 |
Financial Services | 17.340 | 15.129 |
Healthcare | 12.130 | 11.756 |
Consumer Cyclical | 11.950 | 10.987 |
Industrials | 11.200 | 10.927 |
Consumer Defensive | 7.920 | 6.433 |
Energy | 5.310 | 4.143 |
Real Estate | 4.200 | 8.227 |
Basic Materials | 4.110 | 3.719 |
Communication Services | 3.440 | 6.812 |
Utilities | 3.310 | 2.804 |
Number of long holdings: 4
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Instl Ttl Stk Mkt Idx InstlPls | - | 51.38 | - | - | |
Vanguard Total Intl Stock Idx InstlPls | - | 22.35 | - | - | |
Vanguard Total Bond Market II Idx I | - | 21.03 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 5.24 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NY New Yorks 529 Program Direct Grp | 33.25B | 5.62 | 4.41 | 7.97 | ||
NV Vanguard 529 College Savings Plp | 2.5B | 10.52 | 11.34 | 12.78 | ||
NY New Yorks 529 Program Direct Mog | 2.21B | 3.54 | 2.30 | 5.92 | ||
NY New Yorks 529 Program Direct Cog | 2.08B | 1.50 | -0.01 | 3.73 | ||
NV Vanguard 529 College Savings Psm | 1.81B | 9.99 | 9.54 | 12.15 |
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