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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.270 | 1.760 | 1.490 |
Stocks | 76.980 | 76.980 | 0.000 |
Bonds | 16.260 | 21.030 | 4.770 |
Convertible | 0.020 | 0.020 | 0.000 |
Preferred | 0.070 | 0.070 | 0.000 |
Other | 6.400 | 6.410 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.836 | 15.339 |
Price to Book | 2.831 | 2.198 |
Price to Sales | 1.902 | 1.589 |
Price to Cash Flow | 12.062 | 9.225 |
Dividend Yield | 1.827 | 3.033 |
5 Years Earnings Growth | 11.760 | 10.232 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.290 | 17.544 |
Financial Services | 14.570 | 15.130 |
Industrials | 12.610 | 11.366 |
Healthcare | 12.250 | 11.235 |
Consumer Cyclical | 11.450 | 8.822 |
Communication Services | 6.470 | 6.243 |
Consumer Defensive | 6.070 | 7.826 |
Energy | 4.500 | 7.445 |
Basic Materials | 4.000 | 5.062 |
Real Estate | 2.510 | 7.062 |
Utilities | 2.280 | 4.836 |
Number of long holdings: 6
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Diversified US Large Cap Stock CL 0 | - | 42.27 | - | - | |
Diversified International Equity CL 0 | - | 21.46 | - | - | |
Diversified Fixed Income CL 0 | - | 18.56 | - | - | |
Diversified US Small and Mid Cap St CL 0 | - | 14.33 | - | - | |
Northern Tr Global Invts Collective Fds | - | 3.36 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Diamond Hill Large Cap Portfolio 55 | 1.32B | 5.45 | 4.21 | 10.25 | ||
Moderate Managed Account Portfolio | 797.06M | 1.90 | 1.38 | 6.54 | ||
Aggressive Managed Account Portfoli | 508.23M | 3.98 | 3.42 | 8.68 | ||
Lazard/Wilmington Global Managed Vo | 36.22M | -6.65 | 4.07 | - |
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