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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.38 | 1.50 | 0.12 |
Stocks | 98.62 | 98.62 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.59 | 19.75 |
Price to Book | 3.74 | 3.71 |
Price to Sales | 2.39 | 2.37 |
Price to Cash Flow | 13.82 | 13.66 |
Dividend Yield | 1.52 | 1.60 |
5 Years Earnings Growth | 11.56 | 11.64 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.07 | 26.53 |
Financial Services | 13.02 | 14.26 |
Healthcare | 12.16 | 13.70 |
Consumer Cyclical | 10.52 | 10.26 |
Industrials | 9.28 | 10.16 |
Communication Services | 8.84 | 8.18 |
Consumer Defensive | 5.85 | 6.51 |
Energy | 4.09 | 4.44 |
Real Estate | 2.48 | 2.37 |
Utilities | 2.39 | 2.41 |
Basic Materials | 2.29 | 2.74 |
Number of long holdings: 1,013
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.04 | 420.21 | -0.19% | |
Apple | US0378331005 | 5.18 | 189.87 | +0.02% | |
NVIDIA | US67066G1040 | 4.28 | 924.79 | -1.99% | |
Amazon.com | US0231351067 | 3.29 | 184.70 | +0.58% | |
Alphabet A | US02079K3059 | 2.01 | 176.06 | +1.08% | |
Meta Platforms | US30303M1027 | 1.98 | 471.91 | -0.28% | |
E-mini S&P 500 Future June 24 | - | 1.97 | - | - | |
Alphabet C | US02079K1079 | 1.72 | 177.29 | +1.06% | |
Berkshire Hathaway B | US0846707026 | 1.51 | 417.04 | +0.95% | |
Eli Lilly | US5324571083 | 1.37 | 770.09 | -0.13% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SEI World Equity Ex-US A (SIIT) | 7.87B | 1.71 | -0.11 | 4.52 | ||
SEI S&P 500 Index A (SIIT) | 4.38B | 6.00 | 7.99 | 12.35 | ||
SEI International Equity F (SIT) | 3.65B | 2.50 | 1.42 | 4.26 | ||
SEI Tax-Managed Large Cap F (SIMT) | 3.63B | 3.82 | 6.08 | 9.98 | ||
SEI Global Managed Volatility A (SI | 2.07B | 4.35 | 6.42 | - |
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