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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.940 | 5.350 | 4.410 |
Stocks | 73.720 | 73.720 | 0.000 |
Bonds | 25.280 | 25.300 | 0.020 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.007 | 17.520 |
Price to Book | 2.397 | 2.580 |
Price to Sales | 1.708 | 1.815 |
Price to Cash Flow | 10.883 | 10.993 |
Dividend Yield | 2.256 | 2.246 |
5 Years Earnings Growth | 11.103 | 10.882 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.040 | 21.394 |
Financial Services | 15.720 | 15.377 |
Industrials | 11.790 | 11.477 |
Healthcare | 11.050 | 11.716 |
Consumer Cyclical | 10.880 | 10.813 |
Communication Services | 6.990 | 6.626 |
Consumer Defensive | 6.080 | 6.811 |
Energy | 4.610 | 5.040 |
Basic Materials | 4.460 | 4.064 |
Real Estate | 2.920 | 3.831 |
Utilities | 2.470 | 2.852 |
Number of long holdings: 5
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Sel | - | 44.70 | - | - | |
Vanguard Total Intl Stock Idx Instl Sel | - | 30.07 | - | - | |
Vanguard Total Bond Market II Idx I | - | 17.52 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 7.56 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NV Vanguard 529 College Savings Plp | 2.5B | 6.00 | 7.92 | 12.23 | ||
NY New Yorks 529 Program Direct Mog | 2.21B | 0.63 | 0.53 | 5.57 | ||
NY New Yorks 529 Program Direct Cog | 2.08B | -0.96 | -1.31 | 3.41 | ||
NV Vanguard 529 College Savings Psm | 1.81B | 5.12 | 6.12 | 11.63 | ||
NY New Yorks 529 Program Direct Gro | 1.57B | 6.21 | 6.84 | 14.46 |
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