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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.060 | 10.020 | 9.960 |
Stocks | 49.900 | 49.900 | 0.000 |
Bonds | 49.970 | 50.040 | 0.070 |
Convertible | 0.040 | 0.040 | 0.000 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.930 | 17.155 |
Price to Book | 2.489 | 2.522 |
Price to Sales | 1.820 | 1.864 |
Price to Cash Flow | 11.224 | 11.049 |
Dividend Yield | 2.173 | 2.219 |
5 Years Earnings Growth | 11.378 | 11.143 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.890 | 21.097 |
Financial Services | 16.220 | 15.373 |
Industrials | 11.290 | 11.055 |
Healthcare | 10.630 | 11.858 |
Consumer Cyclical | 10.620 | 9.702 |
Communication Services | 7.340 | 7.174 |
Consumer Defensive | 5.930 | 6.292 |
Basic Materials | 4.240 | 4.055 |
Energy | 4.040 | 4.379 |
Real Estate | 3.000 | 5.669 |
Utilities | 2.810 | 3.352 |
Number of long holdings: 5
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx I | - | 34.64 | - | - | |
Vanguard Instl Ttl Stk Mkt Idx InstlPls | - | 30.59 | - | - | |
Vanguard Total Intl Stock Idx InstlPls | - | 19.66 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 15.10 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NY New Yorks 529 Program Direct Grp | 33.25B | 11.73 | 3.46 | 7.89 | ||
NV Vanguard 529 College Savings Plp | 2.5B | 20.84 | 8.94 | 12.83 | ||
NY New Yorks 529 Program Direct Mog | 2.21B | 8.59 | 1.87 | 5.86 | ||
NY New Yorks 529 Program Direct Cog | 2.08B | 5.41 | 0.01 | 3.69 | ||
NV Vanguard 529 College Savings Psm | 1.81B | 19.59 | 7.38 | 12.27 |
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