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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.620 | 0.620 | 0.000 |
Stocks | 25.540 | 25.540 | 0.000 |
Bonds | 73.640 | 74.210 | 0.570 |
Convertible | 0.130 | 0.130 | 0.000 |
Other | 0.050 | 0.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.026 | 15.290 |
Price to Book | 1.928 | 2.092 |
Price to Sales | 1.430 | 1.562 |
Price to Cash Flow | 7.142 | 7.780 |
Dividend Yield | 2.628 | 2.454 |
5 Years Earnings Growth | 10.655 | 11.259 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 17.750 | 17.535 |
Technology | 17.440 | 16.982 |
Healthcare | 12.370 | 11.946 |
Consumer Cyclical | 11.820 | 11.651 |
Industrials | 11.000 | 11.100 |
Consumer Defensive | 8.130 | 7.881 |
Energy | 5.710 | 5.663 |
Basic Materials | 5.050 | 4.895 |
Real Estate | 3.900 | 5.752 |
Communication Services | 3.510 | 3.570 |
Utilities | 3.310 | 3.025 |
Number of long holdings: 4
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx I | - | 51.87 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 22.24 | - | - | |
Vanguard Instl Ttl Stk Mkt Idx InstlPls | - | 15.73 | - | - | |
Vanguard Total Intl Stock Idx InstlPls | - | 10.16 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NC National Program Vanguard Growth | 192.39M | 2.17 | 2.03 | 6.93 | ||
NC National College Savings Prograg | 80.28M | -1.08 | -1.49 | 3.12 |
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