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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.10 | 6.10 | 0.00 |
Stocks | 93.90 | 93.90 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.56 | 15.20 |
Price to Book | 2.08 | 2.39 |
Price to Sales | 1.17 | 1.62 |
Price to Cash Flow | 8.92 | 10.10 |
Dividend Yield | 2.63 | 2.63 |
5 Years Earnings Growth | 8.59 | 9.55 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 17.64 | 20.59 |
Healthcare | 15.81 | 15.15 |
Industrials | 11.97 | 11.93 |
Technology | 10.69 | 12.39 |
Consumer Defensive | 10.54 | 8.54 |
Energy | 9.16 | 8.57 |
Communication Services | 6.00 | 5.44 |
Utilities | 4.94 | 5.12 |
Basic Materials | 4.54 | 3.91 |
Consumer Cyclical | 4.42 | 6.40 |
Real Estate | 4.29 | 3.56 |
Number of long holdings: 261
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
E-mini S&P 500 Future June 24 | - | 6.36 | - | - | |
JPMorgan | US46625H1005 | 2.35 | 202.26 | +1.55% | |
Berkshire Hathaway B | US0846707026 | 1.65 | 406.80 | -0.28% | |
CVS Health Corp | US1266501006 | 1.51 | 59.06 | +1.20% | |
Wells Fargo&Co | US9497461015 | 1.51 | 59.39 | +3.42% | |
Merck&Co | US58933Y1055 | 1.47 | 123.77 | -4.66% | |
Citigroup | US1729674242 | 1.44 | 63.46 | +3.10% | |
Philip Morris | US7181721090 | 1.34 | 101.33 | -0.24% | |
Medtronic | IE00BTN1Y115 | 1.22 | 78.71 | -0.78% | |
Allstate | US0200021014 | 1.17 | 159.66 | -0.22% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Russell Tax-Managed US Large Cap S | 6.28B | 10.44 | 7.63 | 10.94 | ||
Russell Tax Exempt Bond S | 3.81B | -0.85 | -0.70 | 2.15 | ||
Russell Tax-Managed International E | 2.57B | 5.18 | -0.97 | - | ||
Russell US Strategic Equity S | 2.46B | 10.01 | 6.13 | 10.82 | ||
Russell Tax-Managed US Mid & Sm Cap | 1.14B | 3.42 | -0.21 | 7.29 |
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