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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 100.17 | 100.17 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.68 | 15.31 |
Price to Book | 2.38 | 2.42 |
Price to Sales | 1.89 | 1.63 |
Price to Cash Flow | 11.22 | 10.15 |
Dividend Yield | 2.44 | 2.61 |
5 Years Earnings Growth | 8.27 | 9.62 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 24.71 | 20.51 |
Healthcare | 18.80 | 15.31 |
Industrials | 10.69 | 11.94 |
Technology | 10.11 | 12.48 |
Consumer Defensive | 10.02 | 8.43 |
Energy | 9.53 | 8.40 |
Communication Services | 5.65 | 5.50 |
Utilities | 3.28 | 5.00 |
Basic Materials | 3.14 | 3.93 |
Consumer Cyclical | 2.47 | 6.48 |
Real Estate | 1.59 | 3.61 |
Number of long holdings: 151
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Berkshire Hathaway Inc Class B | - | 5.55 | - | - | |
JPMorgan Chase & Co | - | 4.17 | - | - | |
Exxon Mobil Corp | - | 3.35 | - | - | |
Johnson & Johnson | - | 2.75 | - | - | |
Procter & Gamble Co | - | 2.24 | - | - | |
Merck & Co Inc | - | 1.97 | - | - | |
Chevron Corp | - | 1.96 | - | - | |
Bank of America | US0605051046 | 1.88 | 38.94 | +1.16% | |
Walmart Inc | - | 1.86 | - | - | |
The Walt Disney Co | - | 1.61 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
VY T. Rowe Price Capital Apprec S | 3.92B | 2.34 | 5.06 | 10.19 | ||
Voya US Stock Index Port I | 3.87B | 5.96 | 7.77 | 12.10 | ||
Voya Growth and Income Port I | 2.22B | 7.20 | 9.57 | 11.90 | ||
VY T. Rowe Price Capital Apprec A | 1.91B | 2.23 | 4.70 | 9.80 | ||
Voya Retirement Growth Port A | 1.79B | 2.91 | 2.87 | 6.60 |
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