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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.39 | 2.39 | 0.00 |
Stocks | 97.61 | 97.61 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.33 | 19.65 |
Price to Book | 3.90 | 3.70 |
Price to Sales | 3.02 | 2.36 |
Price to Cash Flow | 15.52 | 13.57 |
Dividend Yield | 1.52 | 1.61 |
5 Years Earnings Growth | 10.21 | 11.61 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.16 | 26.48 |
Healthcare | 21.81 | 13.69 |
Communication Services | 20.31 | 8.20 |
Financial Services | 17.20 | 14.24 |
Consumer Cyclical | 15.52 | 10.25 |
Number of long holdings: 23
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Amazon.com Inc | - | 9.54 | - | - | |
KLA Corp | - | 7.67 | - | - | |
Alphabet Inc Class C | - | 7.44 | - | - | |
JPMorgan Chase & Co | - | 6.82 | - | - | |
Meta Platforms Inc Class A | - | 6.77 | - | - | |
Cisco Systems Inc | - | 5.99 | - | - | |
Amgen Inc | - | 5.74 | - | - | |
Alphabet Inc Class A | - | 5.62 | - | - | |
Lowe's Companies Inc | - | 5.61 | - | - | |
Charles Schwab Corp | - | 5.56 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Red Oak Technology Select | 642.27M | 9.02 | 7.96 | 15.98 | ||
Pin Oak Equity | 134.78M | 7.71 | 2.81 | 9.80 | ||
Live Oak Health Sciences Fund | 52.06M | 1.19 | 7.24 | 8.13 |
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