Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.61 | 1.61 | 0.00 |
Stocks | 98.39 | 98.39 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.74 | 19.60 |
Price to Book | 4.11 | 3.69 |
Price to Sales | 2.66 | 2.35 |
Price to Cash Flow | 14.99 | 13.54 |
Dividend Yield | 1.44 | 1.61 |
5 Years Earnings Growth | 11.87 | 11.63 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.58 | 26.59 |
Financial Services | 12.68 | 14.21 |
Healthcare | 12.45 | 13.75 |
Consumer Cyclical | 10.50 | 10.30 |
Communication Services | 8.95 | 8.16 |
Industrials | 8.32 | 10.15 |
Consumer Defensive | 5.93 | 6.51 |
Energy | 3.95 | 4.38 |
Real Estate | 2.28 | 2.38 |
Utilities | 2.21 | 2.39 |
Basic Materials | 2.16 | 2.74 |
Number of long holdings: 509
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 6.82 | - | - | |
Apple Inc | - | 5.43 | - | - | |
NVIDIA Corp | - | 4.87 | - | - | |
Amazon.com Inc | - | 3.59 | - | - | |
Meta Platforms Inc Class A | - | 2.33 | - | - | |
E-mini S&P 500 Future June 24 | - | 2.28 | - | - | |
Alphabet Inc Class A | - | 1.94 | - | - | |
Berkshire Hathaway Inc Class B | - | 1.67 | - | - | |
Alphabet Inc Class C | - | 1.64 | - | - | |
Eli Lilly and Co | - | 1.35 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SEI World Equity Ex-US A (SIIT) | 7.45B | 4.09 | 1.65 | 4.81 | ||
SEI Tax-Managed Large Cap F (SIMT) | 3.52B | 9.18 | 9.59 | 10.50 | ||
SEI International Equity F (SIT) | 3.51B | 4.83 | 3.18 | 4.57 | ||
SEI Global Managed Volatility A (SI | 2.02B | 7.41 | 8.13 | - | ||
SEI Large Cap Index A (SIIT) | 1.84B | 10.29 | 10.43 | 12.64 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review