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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.37 | 2.42 | 0.05 |
Stocks | 97.63 | 97.63 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.13 | 15.16 |
Price to Book | 2.07 | 2.40 |
Price to Sales | 1.23 | 1.61 |
Price to Cash Flow | 9.42 | 10.05 |
Dividend Yield | 2.49 | 2.63 |
5 Years Earnings Growth | 9.73 | 9.70 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.01 | 20.48 |
Healthcare | 15.76 | 15.36 |
Technology | 12.46 | 12.51 |
Industrials | 11.63 | 11.91 |
Energy | 7.07 | 8.33 |
Consumer Defensive | 7.00 | 8.47 |
Consumer Cyclical | 5.74 | 6.47 |
Utilities | 5.55 | 5.04 |
Basic Materials | 4.82 | 3.91 |
Communication Services | 4.79 | 5.51 |
Real Estate | 4.17 | 3.62 |
Number of long holdings: 130
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Edison | US2810201077 | 1.89 | 70.16 | -1.36% | |
Axa Equitable | US29452E1010 | 1.76 | 36.89 | -0.65% | |
MetLife | US59156R1086 | 1.70 | 70.42 | -2.06% | |
Pfizer | US7170811035 | 1.68 | 25.38 | +0.48% | |
Chubb | CH0044328745 | 1.67 | 245.38 | -0.24% | |
Schlumberger | AN8068571086 | 1.46 | 49.21 | -0.47% | |
Morgan Stanley | US6174464486 | 1.45 | 92.80 | +0.26% | |
Voya Financial Inc | US9290891004 | 1.44 | 68.35 | +0.60% | |
Alphabet A | US02079K3059 | 1.41 | 171.95 | +10.22% | |
Kenvue Inc | - | 1.40 | - | - |
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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