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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.33 | 4.38 | 0.05 |
Stocks | 95.59 | 95.59 | 0.00 |
Other | 0.08 | 0.08 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.17 | 19.75 |
Price to Book | 2.94 | 3.71 |
Price to Sales | 1.61 | 2.37 |
Price to Cash Flow | 10.92 | 13.66 |
Dividend Yield | 1.74 | 1.60 |
5 Years Earnings Growth | 10.96 | 11.64 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.03 | 26.53 |
Financial Services | 15.40 | 14.26 |
Healthcare | 12.88 | 13.70 |
Industrials | 10.84 | 10.16 |
Consumer Cyclical | 9.20 | 10.26 |
Communication Services | 7.04 | 8.18 |
Consumer Defensive | 6.70 | 6.51 |
Energy | 5.42 | 4.44 |
Utilities | 3.23 | 2.41 |
Basic Materials | 2.67 | 2.74 |
Real Estate | 1.58 | 2.37 |
Number of long holdings: 317
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.77 | 424.33 | +0.98% | |
Apple | US0378331005 | 4.50 | 191.44 | +0.83% | |
United States Treasury Bills 0% | - | 1.96 | - | - | |
NVIDIA | US67066G1040 | 1.95 | 945.83 | +2.28% | |
JPMorgan | US46625H1005 | 1.90 | 204.28 | -0.25% | |
Meta Platforms | US30303M1027 | 1.88 | 471.07 | -0.18% | |
Amazon.com | US0231351067 | 1.81 | 185.09 | +0.21% | |
Eli Lilly | US5324571083 | 1.81 | 781.36 | +1.48% | |
UnitedHealth | US91324P1021 | 1.46 | 522.00 | -0.50% | |
Citigroup | US1729674242 | 1.32 | 64.13 | +0.09% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SEI World Equity Ex-US A (SIIT) | 7.87B | 1.71 | -0.11 | 4.52 | ||
SEI S&P 500 Index A (SIIT) | 4.38B | 6.00 | 7.99 | 12.35 | ||
SEI International Equity F (SIT) | 3.66B | 2.50 | 1.42 | 4.26 | ||
SEI Tax-Managed Large Cap F (SIMT) | 3.63B | 3.82 | 6.08 | 9.98 | ||
SEI Global Managed Volatility A (SI | 2.06B | 4.35 | 6.42 | - |
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