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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 99.930 | 99.940 | 0.010 |
Preferred | 0.020 | 0.020 | 0.000 |
Other | 0.050 | 0.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.947 | 17.282 |
Price to Book | 2.563 | 2.865 |
Price to Sales | 1.726 | 1.927 |
Price to Cash Flow | 10.899 | 10.919 |
Dividend Yield | 2.234 | 2.251 |
5 Years Earnings Growth | 11.037 | 11.321 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.250 | 19.612 |
Financial Services | 14.170 | 15.801 |
Healthcare | 13.030 | 13.294 |
Consumer Cyclical | 10.970 | 11.402 |
Industrials | 10.810 | 11.007 |
Communication Services | 7.480 | 7.595 |
Consumer Defensive | 7.080 | 10.013 |
Energy | 4.950 | 5.847 |
Basic Materials | 3.390 | 5.765 |
Utilities | 2.560 | 2.462 |
Real Estate | 2.330 | 2.088 |
Number of long holdings: 1,458
Number of short holdings: 7
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.06 | 228.33 | -0.29% | |
Microsoft | US5949181045 | 4.19 | 413.69 | -0.23% | |
Amazon.com | US0231351067 | 2.20 | 198.48 | -2.17% | |
NVIDIA | US67066G1040 | 2.02 | 144.26 | -1.11% | |
Alphabet A | US02079K3059 | 1.46 | 165.41 | -6.01% | |
Tesla | US88160R1014 | 1.34 | 341.10 | -0.27% | |
Alphabet C | US02079K1079 | 1.31 | 166.95 | -5.85% | |
Meta Platforms | US30303M1027 | 1.25 | 556.18 | -1.65% | |
Exxon Mobil | US30231G1022 | 0.89 | 122.25 | +1.60% | |
UnitedHealth | US91324P1021 | 0.88 | 600.09 | -0.07% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard International Shares Inde | 38.99B | 21.55 | 11.44 | 13.26 | ||
AU60VAN00022 | 38.87B | 10.78 | 7.51 | 8.21 | ||
Vanguard Growth Index Fund AU | 11.76B | 11.04 | 4.93 | 7.64 | ||
Vanguard High Growth Index Fund | 10.3B | 13.94 | 7.00 | 9.32 | ||
Vanguard Balanced Index Fund | 8.49B | 8.20 | 2.85 | 5.94 |
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