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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.53 | 3.53 | 0.00 |
Stocks | 96.30 | 96.30 | 0.00 |
Other | 0.17 | 0.17 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 26.72 | 28.08 |
Price to Book | 6.56 | 6.67 |
Price to Sales | 3.05 | 4.19 |
Price to Cash Flow | 18.01 | 18.58 |
Dividend Yield | 0.78 | 0.71 |
5 Years Earnings Growth | 14.37 | 14.90 |
Name | Net % | Category Average |
---|---|---|
Technology | 40.45 | 38.73 |
Consumer Cyclical | 13.19 | 14.15 |
Communication Services | 11.77 | 11.08 |
Healthcare | 10.65 | 12.82 |
Financial Services | 8.38 | 9.28 |
Industrials | 7.96 | 7.23 |
Consumer Defensive | 4.10 | 3.80 |
Basic Materials | 2.25 | 1.90 |
Energy | 0.65 | 1.83 |
Real Estate | 0.40 | 1.68 |
Utilities | 0.20 | 1.03 |
Number of long holdings: 226
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 11.66 | - | - | |
Apple Inc | - | 5.82 | - | - | |
NVIDIA Corp | - | 4.71 | - | - | |
Meta Platforms Inc Class A | - | 4.27 | - | - | |
Amazon.com Inc | - | 4.06 | - | - | |
Alphabet Inc Class A | - | 3.46 | - | - | |
United States Treasury Bills 0% | - | 2.07 | - | - | |
UnitedHealth Group Inc | - | 1.92 | - | - | |
Eli Lilly and Co | - | 1.76 | - | - | |
AutoZone Inc | - | 1.63 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SEI World Equity Ex-US A (SIIT) | 7.75B | 1.71 | -0.11 | 4.52 | ||
SEI S&P 500 Index A (SIIT) | 4.31B | 6.00 | 7.99 | 12.35 | ||
SEI International Equity F (SIT) | 3.61B | 2.50 | 1.42 | 4.26 | ||
SEI Tax-Managed Large Cap F (SIMT) | 3.59B | 3.82 | 6.08 | 9.98 | ||
SEI Global Managed Volatility A (SI | 2.07B | 4.35 | 6.42 | - |
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