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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.190 | 11.760 | 11.570 |
Stocks | 49.000 | 49.000 | 0.000 |
Bonds | 50.750 | 50.800 | 0.050 |
Convertible | 0.030 | 0.030 | 0.000 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.829 | 17.761 |
Price to Book | 2.478 | 2.509 |
Price to Sales | 1.815 | 1.856 |
Price to Cash Flow | 11.284 | 11.033 |
Dividend Yield | 2.196 | 2.246 |
5 Years Earnings Growth | 11.602 | 11.233 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.910 | 21.240 |
Financial Services | 16.020 | 15.428 |
Industrials | 11.380 | 10.900 |
Healthcare | 10.970 | 12.036 |
Consumer Cyclical | 10.410 | 9.670 |
Communication Services | 7.020 | 7.063 |
Consumer Defensive | 5.930 | 6.285 |
Energy | 4.430 | 4.764 |
Basic Materials | 4.330 | 4.033 |
Real Estate | 2.910 | 5.503 |
Utilities | 2.690 | 3.079 |
Number of long holdings: 4
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx I | - | 35.30 | - | - | |
Vanguard Total Stock Market Idx I | - | 29.59 | - | - | |
Vanguard Total Intl Stock Index I | - | 19.95 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 15.17 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NY New Yorks 529 Program Direct Grp | 33.25B | 11.99 | 3.66 | 7.97 | ||
NV Vanguard 529 College Savings Plp | 2.5B | 19.43 | 9.23 | 12.81 | ||
NY New Yorks 529 Program Direct Mog | 2.21B | 8.98 | 1.93 | 5.95 | ||
NY New Yorks 529 Program Direct Cog | 2.08B | 5.91 | -0.04 | 3.77 | ||
NV Vanguard 529 College Savings Psm | 1.81B | 18.10 | 7.61 | 12.19 |
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