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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.46 | 0.75 | 0.29 |
Stocks | 99.55 | 100.70 | 1.15 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.19 | 15.70 |
Price to Book | 4.21 | 2.70 |
Price to Sales | 2.86 | 1.75 |
Price to Cash Flow | 15.45 | 10.64 |
Dividend Yield | 2.05 | 3.18 |
5 Years Earnings Growth | 10.54 | 9.59 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.28 | 19.26 |
Healthcare | 11.96 | 12.35 |
Financial Services | 11.86 | 16.95 |
Consumer Cyclical | 10.61 | 8.54 |
Communication Services | 9.72 | 7.00 |
Industrials | 6.65 | 6.94 |
Consumer Defensive | 6.22 | 8.84 |
Energy | 4.11 | 7.22 |
Utilities | 2.70 | 5.73 |
Real Estate | 2.07 | 2.94 |
Basic Materials | 1.81 | 4.46 |
Number of long holdings: 245
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.79 | 417.00 | +1.00% | |
Apple | US0378331005 | 6.76 | 229.87 | +0.59% | |
NVIDIA | US67066G1040 | 6.31 | 141.95 | -3.22% | |
Amazon.com | US0231351067 | 3.45 | 197.12 | -0.64% | |
Alphabet A | US02079K3059 | 3.04 | 164.76 | -1.71% | |
Meta Platforms | US30303M1027 | 2.70 | 559.14 | -0.70% | |
Broadcom | US11135F1012 | 1.78 | 164.23 | +0.18% | |
Tesla | US88160R1014 | 1.51 | 352.56 | +3.80% | |
Eli Lilly | US5324571083 | 1.43 | 748.01 | -0.25% | |
UnitedHealth | US91324P1021 | 1.26 | 590.87 | -1.11% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Goldman Sachs Dynamic Municipal | 5.44B | 2.99 | 0.48 | 2.80 | ||
Goldman Sachs Intl Sm Cp Insghts In | 3.29B | 8.71 | 0.55 | 6.17 | ||
Goldman Sachs Emerging Markets Eq I | 2.01B | 12.93 | -6.81 | 4.29 | ||
Goldman Sachs Dynamic Municipal Ini | 1.92B | 2.92 | 0.40 | 2.71 | ||
Goldman Sachs US Eq Div and Prem In | 1.6B | 18.70 | 8.29 | 10.59 |
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