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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.170 | 2.290 | 0.120 |
Stocks | 94.850 | 94.850 | 0.000 |
Bonds | 2.940 | 2.940 | 0.000 |
Preferred | 0.020 | 0.020 | 0.000 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.733 | 17.831 |
Price to Book | 1.965 | 2.809 |
Price to Sales | 1.193 | 1.932 |
Price to Cash Flow | 8.409 | 11.500 |
Dividend Yield | 2.539 | 2.008 |
5 Years Earnings Growth | 10.361 | 12.014 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.620 | 21.130 |
Financial Services | 16.340 | 15.175 |
Industrials | 11.860 | 12.481 |
Consumer Cyclical | 11.350 | 11.686 |
Healthcare | 10.050 | 12.627 |
Communication Services | 6.700 | 6.728 |
Consumer Defensive | 6.260 | 6.009 |
Energy | 5.610 | 4.421 |
Basic Materials | 5.090 | 3.784 |
Real Estate | 3.330 | 4.048 |
Utilities | 2.800 | 2.863 |
Number of long holdings: 16
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Market | US9229087690 | 20.75 | 281.72 | -0.18% | |
ishares S&P 500 | US4642872000 | 16.28 | 572.57 | -0.20% | |
Schwab amental Intl Large Company | US8085247554 | 13.45 | 35.68 | +0.20% | |
Vanguard FTSE Developed Markets | US9219438580 | 9.38 | 50.28 | +0.14% | |
iShares S&P Midcap 400 | US4642875078 | 9.10 | 62.20 | +0.29% | |
Schwab Fundamental U.S. Large Company Index | US8085247711 | 8.06 | 23.62 | -0.17% | |
Schwab amental EM Large Company | US8085247307 | 3.46 | 31.55 | +0.41% | |
Columbia EM Core ex-China | US19762B2025 | 3.33 | 31.87 | +0.41% | |
SPDR Portfolio S&P 600 Small Cap | US78468R8530 | 3.04 | 44.73 | +0.61% | |
Vanguard Value | US9229087443 | 3.02 | 171.75 | -0.26% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Morningstar Aggressive Growth ETF 1 | 136.72M | -0.36 | 6.44 | 7.58 | ||
RiverFront Dynamic Equity Income Fi | 42.76M | 0.16 | 3.88 | 5.41 | ||
ALPS Red Rocks Listed Private Equit | 37.71M | 0.91 | 5.65 | 8.06 | ||
ALPS Kotak India Growth Fund Clai | 35.28M | 1.45 | 9.72 | 12.30 | ||
RiverFront Dynamic Equity Income Fa | 8.38M | 0.15 | 3.65 | 5.15 |
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