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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.520 | 3.810 | 1.290 |
Stocks | 20.050 | 20.050 | 0.000 |
Bonds | 77.360 | 77.400 | 0.040 |
Convertible | 0.040 | 0.040 | 0.000 |
Other | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.574 | 12.662 |
Price to Book | 2.469 | 1.967 |
Price to Sales | 1.757 | 2.570 |
Price to Cash Flow | 11.147 | 15.127 |
Dividend Yield | 2.143 | 2.447 |
5 Years Earnings Growth | 11.098 | 17.636 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.110 | 16.901 |
Financial Services | 15.700 | 26.853 |
Industrials | 11.760 | 13.219 |
Healthcare | 11.070 | 9.328 |
Consumer Cyclical | 10.880 | 30.906 |
Communication Services | 7.010 | 14.901 |
Consumer Defensive | 6.070 | 5.725 |
Energy | 4.600 | 19.908 |
Basic Materials | 4.430 | 6.388 |
Real Estate | 2.920 | 6.575 |
Utilities | 2.460 | 4.692 |
Number of long holdings: 4
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx I | - | 55.76 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 23.96 | - | - | |
Vanguard Instl Ttl Stk Mkt Idx InstlPls | - | 12.25 | - | - | |
Vanguard Total Intl Stock Idx InstlPls | - | 8.08 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NV USAA College Savings Plan In Col | 755.92M | 1.37 | 2.49 | 2.18 | ||
NV USAA College Savings Plan Conser | 649.3M | 1.11 | 1.60 | 3.87 | ||
NY New Yorks 529 Program Direct Bon | 454.11M | -3.21 | -3.60 | 1.09 | ||
NV Vanguard 529 College Savings Plb | 355.48M | -3.16 | -3.61 | 1.04 | ||
NY New Yorks 529 Program Direct Inf | 270.71M | -1.66 | -1.70 | 1.78 |
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