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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.69 | 4.05 | 1.36 |
Stocks | 97.31 | 97.31 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.03 | 16.80 |
Price to Book | 2.36 | 2.74 |
Price to Sales | 1.75 | 1.88 |
Price to Cash Flow | 11.76 | 11.30 |
Dividend Yield | 1.60 | 2.27 |
5 Years Earnings Growth | 12.17 | 10.81 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.38 | 20.41 |
Consumer Cyclical | 16.86 | 10.30 |
Financial Services | 16.84 | 15.47 |
Healthcare | 12.02 | 13.13 |
Communication Services | 8.74 | 7.79 |
Industrials | 7.55 | 12.14 |
Basic Materials | 6.90 | 4.52 |
Consumer Defensive | 3.45 | 9.04 |
Real Estate | 2.54 | 2.33 |
Energy | 2.47 | 4.79 |
Utilities | 1.25 | 3.17 |
Number of long holdings: 201
Number of short holdings: 8
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.85 | 406.66 | +2.22% | |
Amazon.com | US0231351067 | 3.25 | 186.24 | +0.82% | |
Mastercard | US57636Q1040 | 1.85 | 443.61 | +0.57% | |
Martin Marietta Materials | US5732841060 | 1.73 | 590.68 | +0.12% | |
Alphabet A | US02079K3059 | 1.70 | 167.21 | +0.35% | |
Elevance Health | US0367521038 | 1.61 | 527.01 | +0.27% | |
Moody’s | US6153691059 | 1.60 | 380.59 | +1.11% | |
Ryanair ADR | US7835132033 | 1.50 | 140.30 | +0.36% | |
CRH | IE0001827041 | 1.38 | 6,412.0 | +2.43% | |
Meta Platforms | US30303M1027 | 1.32 | 452.05 | +2.35% |
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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