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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 100.17 | 102.77 | 2.60 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.15 | 15.56 |
Price to Book | 4.05 | 2.68 |
Price to Sales | 2.70 | 1.75 |
Price to Cash Flow | 14.37 | 10.37 |
Dividend Yield | 2.05 | 3.27 |
5 Years Earnings Growth | 10.51 | 9.45 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.77 | 18.88 |
Healthcare | 12.70 | 12.85 |
Financial Services | 12.35 | 16.26 |
Consumer Cyclical | 10.68 | 9.21 |
Communication Services | 9.67 | 7.56 |
Industrials | 7.49 | 7.51 |
Consumer Defensive | 5.48 | 8.45 |
Energy | 4.23 | 7.52 |
Utilities | 2.29 | 5.17 |
Basic Materials | 2.23 | 4.91 |
Real Estate | 2.12 | 3.11 |
Number of long holdings: 270
Number of short holdings: 5
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.53 | 420.99 | -0.49% | |
Apple | US0378331005 | 6.27 | 189.87 | +0.08% | |
NVIDIA | US67066G1040 | 4.93 | 943.46 | -0.30% | |
Amazon.com | US0231351067 | 3.96 | 183.60 | -1.29% | |
Alphabet A | US02079K3059 | 2.89 | 174.11 | +0.93% | |
Meta Platforms | US30303M1027 | 2.70 | 473.15 | -1.74% | |
Broadcom | US11135F1012 | 1.60 | 1,412.13 | -1.67% | |
Tesla | US88160R1014 | 1.43 | 174.87 | +0.51% | |
Eli Lilly | US5324571083 | 1.43 | 771.12 | -2.02% | |
Home Depot | US4370761029 | 1.18 | 342.73 | -1.70% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Goldman Sachs Dynamic Municipal | 4.7B | 0.01 | -0.37 | 2.93 | ||
Goldman Sachs Intl Sm Cp Insghts In | 3.17B | 3.37 | -0.76 | 4.93 | ||
Goldman Sachs Emerging Markets Eq I | 1.97B | 3.64 | -9.97 | 3.98 | ||
Goldman Sachs Dynamic Municipal Ini | 1.7B | 0.74 | 0.16 | 3.03 | ||
Goldman Sachs Em Mkts Eq Insghts In | 1.28B | 5.80 | -4.36 | 4.42 |
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