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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.43 | 2.48 | 0.05 |
Stocks | 97.57 | 97.57 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.97 | 14.96 |
Price to Book | 2.26 | 2.38 |
Price to Sales | 1.63 | 1.59 |
Price to Cash Flow | 9.00 | 9.92 |
Dividend Yield | 3.38 | 2.65 |
5 Years Earnings Growth | 10.33 | 9.74 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 20.71 | 20.46 |
Healthcare | 14.97 | 15.42 |
Consumer Defensive | 13.37 | 8.49 |
Energy | 10.54 | 8.25 |
Industrials | 10.27 | 11.90 |
Technology | 8.88 | 12.48 |
Utilities | 8.20 | 5.04 |
Basic Materials | 4.76 | 3.90 |
Consumer Cyclical | 4.35 | 6.53 |
Real Estate | 2.38 | 3.67 |
Communication Services | 1.57 | 5.53 |
Number of long holdings: 192
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 4.00 | 192.00 | -0.07% | |
Merck&Co | US58933Y1055 | 2.71 | 126.52 | -0.28% | |
J&J | US4781601046 | 2.51 | 148.21 | -0.91% | |
ConocoPhillips | US20825C1045 | 2.30 | 128.98 | -0.66% | |
Pfizer | US7170811035 | 2.16 | 26.20 | -0.44% | |
EOG Resources | US26875P1012 | 2.10 | 134.77 | -0.02% | |
Cisco | US17275R1023 | 1.99 | 48.25 | -0.14% | |
Broadcom | US11135F1012 | 1.75 | 1,256.48 | +0.58% | |
Procter&Gamble | US7427181091 | 1.60 | 162.05 | +0.34% | |
Qualcomm | US7475251036 | 1.59 | 162.90 | +0.96% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.16B | 10.01 | 9.65 | - | ||
Vanguard 500 Index Admiral | 505.18B | 10.54 | 11.44 | 12.92 | ||
Vanguard Total Stock Market Admiral | 373.3B | 10.00 | 9.63 | 12.27 | ||
Vanguard Total Intl Stock Index Inv | 195.27B | 4.34 | 1.83 | 4.38 | ||
Vanguard Institutional Idx Instl Pl | 168.84B | 10.55 | 11.47 | 12.95 |
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