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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.94 | 1.98 | 0.04 |
Stocks | 78.12 | 78.12 | 0.00 |
Bonds | 19.29 | 19.29 | 0.00 |
Preferred | 0.14 | 0.14 | 0.00 |
Other | 0.50 | 0.50 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.32 | 16.72 |
Price to Book | 2.52 | 2.62 |
Price to Sales | 1.80 | 1.75 |
Price to Cash Flow | 10.82 | 10.16 |
Dividend Yield | 2.11 | 2.49 |
5 Years Earnings Growth | 10.56 | 10.84 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.38 | 23.20 |
Financial Services | 13.39 | 14.43 |
Industrials | 10.79 | 10.50 |
Consumer Cyclical | 10.31 | 10.71 |
Healthcare | 10.25 | 11.14 |
Communication Services | 6.11 | 7.81 |
Consumer Defensive | 5.99 | 7.15 |
Basic Materials | 5.01 | 4.70 |
Energy | 3.69 | 5.79 |
Real Estate | 2.56 | 4.21 |
Utilities | 2.52 | 2.88 |
Number of long holdings: 20
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard S&P 500 | US9229083632 | 9.67 | 525.38 | -0.44% | |
Vanguard S&P 500 Value | US9219327031 | 9.07 | 189.87 | -0.26% | |
SPDR Euro Stoxx 50 | US78463X2027 | 8.46 | 53.81 | 0.00% | |
Vanguard Long-Term Government Bond | US92206C8477 | 7.45 | 61.77 | +0.49% | |
iShares Expanded Tech-Software | US4642875151 | 7.36 | 89.24 | -0.09% | |
iShares Core Dividend Growth ETF | - | 6.64 | - | - | |
Vanguard S&P 500 Growth | US9219325050 | 6.18 | 343.73 | -0.68% | |
Invesco QQQ Trust | US46090E1038 | 5.45 | 486.75 | -0.56% | |
iShares Russell 2000 | US4642876555 | 5.24 | 220.33 | +0.68% | |
Vanguard Mega Cap | US9219108738 | 4.75 | 205.80 | -0.11% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Lazard Global Listed Infrastructur | 8.83B | 8.08 | 8.14 | 9.01 | ||
Lazard International Strategic Eq I | 3.42B | 9.01 | 0.40 | 4.39 | ||
Lazard Emerging Markets Equity Inst | 2.76B | 12.06 | 4.14 | 2.23 | ||
Lazard International Equity Instl | 934.61M | 14.66 | 3.48 | 4.49 | ||
Lazard Global Listed Infrastructure | 288.27M | 7.94 | 7.88 | 8.73 |
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