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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.85 | 4.86 | 0.01 |
Stocks | 95.15 | 95.15 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.05 | 15.35 |
Price to Book | 2.55 | 2.42 |
Price to Sales | 1.83 | 1.63 |
Price to Cash Flow | 11.33 | 10.17 |
Dividend Yield | 1.92 | 2.60 |
5 Years Earnings Growth | 11.54 | 9.61 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.15 | 12.47 |
Financial Services | 18.67 | 20.55 |
Healthcare | 15.84 | 15.26 |
Industrials | 9.93 | 11.94 |
Consumer Cyclical | 8.88 | 6.48 |
Energy | 6.88 | 8.46 |
Communication Services | 6.69 | 5.48 |
Consumer Defensive | 5.68 | 8.43 |
Basic Materials | 2.68 | 3.93 |
Real Estate | 1.38 | 3.60 |
Utilities | 1.22 | 5.00 |
Number of long holdings: 186
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 5.80 | - | - | |
Amazon.com Inc | - | 2.59 | - | - | |
Alphabet Inc Class A | - | 2.48 | - | - | |
Apple Inc | - | 2.01 | - | - | |
Wells Fargo & Co | - | 1.77 | - | - | |
Medtronic | IE00BTN1Y115 | 1.68 | 85.92 | +0.33% | |
UnitedHealth Group Inc | - | 1.44 | - | - | |
Meta Platforms Inc Class A | - | 1.42 | - | - | |
Bank of America | US0605051046 | 1.39 | 39.31 | +0.23% | |
Elevance Health Inc | - | 1.39 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 628.52B | 5.16 | 6.22 | - | ||
Vanguard 500 Index Admiral | 484.24B | 6.02 | 8.02 | 12.37 | ||
Vanguard Total Stock Market Admiral | 355.44B | 5.15 | 6.20 | 11.76 | ||
Vanguard Total Intl Stock Index Inv | 191.19B | 1.91 | 0.13 | 4.01 | ||
Vanguard 500 Index Institutional Se | 163.76B | 6.03 | 8.05 | - |
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