Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.530 | 1.540 | 0.010 |
Stocks | 79.760 | 79.760 | 0.000 |
Bonds | 18.780 | 18.780 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.021 | 17.370 |
Price to Book | 2.697 | 2.642 |
Price to Sales | 2.022 | 2.159 |
Price to Cash Flow | 12.050 | 12.724 |
Dividend Yield | 2.139 | 1.717 |
5 Years Earnings Growth | 10.801 | 11.918 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.590 | 23.381 |
Financial Services | 13.960 | 22.997 |
Healthcare | 11.320 | 21.782 |
Consumer Cyclical | 10.360 | 7.283 |
Industrials | 10.290 | 6.230 |
Real Estate | 9.180 | 3.271 |
Communication Services | 6.900 | 5.751 |
Consumer Defensive | 5.940 | 4.666 |
Energy | 3.710 | 6.008 |
Basic Materials | 3.580 | 2.007 |
Utilities | 2.170 | 1.904 |
Number of long holdings: 7
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
TIAA-CREF Equity Index Instl | - | 51.51 | - | - | |
TIAA-CREF International Eq Idx Instl | - | 19.28 | - | - | |
TIAA-CREF Bond Index Institutional | - | 12.67 | - | - | |
Vanguard Real Estate Index Institutional | - | 5.43 | - | - | |
TIAA-CREF Emerging Markets Eq Idx Instl | - | 4.66 | - | - | |
Vanguard Shrt-Term Infl-Prot Sec Idx Ins | - | 3.68 | - | - | |
Vanguard High-Yield Corporate Adm | - | 2.77 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CA ScholarShare College Savings Pue | 2.41B | 5.17 | 6.32 | 11.75 | ||
MI Education Savings Program US Equ | 751.52M | 5.15 | 6.29 | 11.71 | ||
WI Edvest 529 Plan Large Cap Stock | 743.51M | 5.99 | 7.94 | 12.27 | ||
OR Oregon College Savings Plan US E | 490.63M | 9.60 | 7.48 | - | ||
WI Edvest 529 Plan Balanced Portfol | 362.81M | 2.30 | 2.86 | 8.06 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review