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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 77.320 | 77.320 | 0.000 |
Bonds | 19.440 | 24.900 | 5.460 |
Convertible | 0.030 | 0.030 | 0.000 |
Preferred | 0.050 | 0.050 | 0.000 |
Other | 3.550 | 3.550 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.888 | 15.380 |
Price to Book | 2.667 | 2.206 |
Price to Sales | 1.805 | 1.599 |
Price to Cash Flow | 11.476 | 9.268 |
Dividend Yield | 1.968 | 3.032 |
5 Years Earnings Growth | 11.494 | 10.131 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.080 | 17.557 |
Financial Services | 14.700 | 15.146 |
Industrials | 12.820 | 11.386 |
Healthcare | 12.170 | 11.163 |
Consumer Cyclical | 11.130 | 8.822 |
Communication Services | 6.450 | 6.241 |
Consumer Defensive | 6.140 | 7.805 |
Energy | 4.600 | 7.444 |
Basic Materials | 4.080 | 5.094 |
Real Estate | 2.540 | 7.041 |
Utilities | 2.300 | 4.873 |
Number of long holdings: 5
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Diversified US Large Cap Stock CL 0 | - | 40.24 | - | - | |
Diversified International Equity CL 0 | - | 23.18 | - | - | |
Diversified Fixed Income CL 0 | - | 21.70 | - | - | |
Diversified US Small and Mid Cap St CL 0 | - | 14.87 | - | - | |
Northern Tr Global Invts Collective Fds | - | 0.00 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Diamond Hill Large Cap Portfolio 55 | 211.23M | 5.45 | 4.21 | 10.25 | ||
Moderate Managed Account Portfolio | 853.88M | 1.90 | 1.38 | 6.54 | ||
Aggressive Managed Account Portfoli | 522.13M | 3.98 | 3.42 | 8.68 | ||
Lazard/Wilmington Global Managed Vo | 36.07M | -6.65 | 4.07 | - |
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