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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.040 | 2.890 | 0.850 |
Stocks | 50.260 | 50.260 | 0.000 |
Bonds | 47.640 | 47.670 | 0.030 |
Convertible | 0.030 | 0.030 | 0.000 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.575 | 17.086 |
Price to Book | 2.470 | 2.458 |
Price to Sales | 1.757 | 1.771 |
Price to Cash Flow | 11.145 | 10.538 |
Dividend Yield | 2.143 | 2.284 |
5 Years Earnings Growth | 11.101 | 10.898 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.120 | 20.189 |
Financial Services | 15.680 | 15.479 |
Industrials | 11.750 | 11.014 |
Healthcare | 11.070 | 12.389 |
Consumer Cyclical | 10.880 | 9.956 |
Communication Services | 7.010 | 6.821 |
Consumer Defensive | 6.080 | 6.533 |
Energy | 4.600 | 4.769 |
Basic Materials | 4.430 | 4.163 |
Real Estate | 2.920 | 5.560 |
Utilities | 2.460 | 3.127 |
Number of long holdings: 4
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx I | - | 34.31 | - | - | |
Vanguard Total Stock Mkt Idx Instl Sel | - | 30.74 | - | - | |
Vanguard Total Intl Stock Idx Instl Sel | - | 20.23 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 14.78 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NY New Yorks 529 Program Direct Grp | 33.25B | 2.26 | 2.18 | 7.59 | ||
NV Vanguard 529 College Savings Plp | 2.5B | 6.00 | 7.92 | 12.23 | ||
NY New Yorks 529 Program Direct Mog | 2.21B | 0.63 | 0.53 | 5.57 | ||
NY New Yorks 529 Program Direct Cog | 2.08B | -0.96 | -1.31 | 3.41 | ||
NV Vanguard 529 College Savings Psm | 1.81B | 5.12 | 6.12 | 11.63 |
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