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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.96 | 5.27 | 2.31 |
Stocks | 44.18 | 44.18 | 0.00 |
Bonds | 50.90 | 50.92 | 0.02 |
Convertible | 0.02 | 0.02 | 0.00 |
Preferred | 0.02 | 0.02 | 0.00 |
Other | 1.91 | 1.91 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.20 | 16.73 |
Price to Book | 2.33 | 2.51 |
Price to Sales | 1.65 | 1.77 |
Price to Cash Flow | 10.41 | 10.57 |
Dividend Yield | 2.69 | 2.56 |
5 Years Earnings Growth | 9.87 | 10.46 |
Name | Net % | Category Average |
---|---|---|
Technology | 17.79 | 18.94 |
Financial Services | 16.69 | 15.22 |
Healthcare | 12.39 | 12.55 |
Industrials | 11.97 | 11.11 |
Consumer Cyclical | 8.54 | 8.97 |
Consumer Defensive | 8.18 | 7.27 |
Energy | 6.03 | 6.39 |
Communication Services | 5.27 | 6.25 |
Real Estate | 5.17 | 6.54 |
Utilities | 4.20 | 3.77 |
Basic Materials | 3.77 | 4.18 |
Number of long holdings: 41
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
WisdomTree Floating Rate Treasury ETF | - | 9.01 | - | - | |
Vanguard High-Yield Corporate Adm | - | 7.41 | - | - | |
Vanguard S&P 500 | US9229083632 | 6.60 | 503.85 | +0.16% | |
American Funds Income Fund of Amer F3 | - | 4.71 | - | - | |
American Funds Capital Income Bldr F3 | - | 4.70 | - | - | |
iShares Core Aggressive Allocation | US4642898591 | 4.66 | 74.92 | +0.16% | |
American Funds Multi-Sector Income F-3 | - | 4.02 | - | - | |
iShares Core Growth Allocation | US4642898674 | 3.96 | 56.44 | +0.07% | |
American Funds Bond Fund of Amer F3 | - | 3.96 | - | - | |
iShares Core US Aggregate Bond | US4642872265 | 3.95 | 97.55 | +0.16% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GuidePath Growth Allocation Svc | 1.31B | 8.18 | 4.01 | 7.51 | ||
GuideMark Large Cap Core Service | 730.95M | 10.67 | 7.87 | 11.43 | ||
GuidePath Tactical Allocation Svc | 614.61M | 11.27 | 9.62 | 6.22 | ||
GuideMark World ex-US Service | 113.44M | 16.10 | 2.77 | 3.34 | ||
GuideMark Emerging Markets Service | 49.34M | 11.08 | -4.30 | 4.03 |
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