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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 99.930 | 99.930 | 0.000 |
Preferred | 0.030 | 0.030 | 0.000 |
Other | 0.050 | 0.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.755 | 16.344 |
Price to Book | 2.551 | 2.582 |
Price to Sales | 1.700 | 1.732 |
Price to Cash Flow | 10.197 | 9.938 |
Dividend Yield | 2.322 | 2.434 |
5 Years Earnings Growth | 10.154 | 10.768 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.860 | 18.530 |
Financial Services | 13.710 | 16.310 |
Healthcare | 13.310 | 12.453 |
Industrials | 10.700 | 11.567 |
Consumer Cyclical | 10.680 | 12.033 |
Consumer Defensive | 7.430 | 10.116 |
Communication Services | 7.400 | 7.086 |
Energy | 4.300 | 5.995 |
Basic Materials | 3.350 | 5.889 |
Utilities | 2.820 | 2.379 |
Real Estate | 2.470 | 2.290 |
Number of long holdings: 1,478
Number of short holdings: 18
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.35 | 169.30 | -0.60% | |
Microsoft | US5949181045 | 4.43 | 395.12 | +1.49% | |
Amazon.com | US0231351067 | 2.12 | 178.86 | +2.21% | |
NVIDIA | US67066G1040 | 1.78 | 830.03 | -3.93% | |
Alphabet A | US02079K3059 | 1.38 | 163.79 | +0.62% | |
Alphabet C | US02079K1079 | 1.28 | 165.56 | +0.56% | |
Meta Platforms | US30303M1027 | 1.12 | 439.10 | +2.08% | |
Tesla | US88160R1014 | 1.11 | 180.00 | -1.79% | |
UnitedHealth | US91324P1021 | 0.87 | 484.03 | +0.07% | |
Berkshire Hathaway B | US0846707026 | 0.80 | 398.57 | +0.46% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
OnePath Life Annuity Pension Balanc | 995.36M | -4.54 | 4.70 | 6.76 | ||
OA Frontier AP Vanguard Balanced In | 768.45M | 4.57 | 4.00 | 6.13 | ||
OA Frontier PS Vanguard Growth Inde | 586.34M | 5.60 | 5.80 | 7.07 | ||
OA Frontier PS Vanguard Balanced In | 579.85M | 4.08 | 3.44 | 5.53 | ||
OA Frontier PS Vanguard High Growth | 335.42M | 7.45 | 8.19 | 8.60 |
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