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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.54 | 1.35 | 0.81 |
Stocks | 99.46 | 99.46 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.43 | 19.63 |
Price to Book | 3.46 | 3.70 |
Price to Sales | 1.68 | 2.36 |
Price to Cash Flow | 12.15 | 13.57 |
Dividend Yield | 1.73 | 1.61 |
5 Years Earnings Growth | 10.69 | 11.61 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.64 | 26.58 |
Financial Services | 16.29 | 14.22 |
Healthcare | 13.82 | 13.75 |
Consumer Cyclical | 11.00 | 10.29 |
Industrials | 10.21 | 10.15 |
Communication Services | 6.71 | 8.16 |
Consumer Defensive | 6.31 | 6.51 |
Basic Materials | 4.79 | 2.74 |
Energy | 4.21 | 4.38 |
Utilities | 1.53 | 2.39 |
Real Estate | 1.50 | 2.38 |
Number of long holdings: 276
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 4.75 | - | - | |
Apple Inc | - | 3.19 | - | - | |
JPMorgan Chase & Co | - | 1.92 | - | - | |
Lowe's Companies Inc | - | 1.89 | - | - | |
Alphabet Inc Class A | - | 1.83 | - | - | |
Johnson & Johnson | - | 1.83 | - | - | |
Merck & Co Inc | - | 1.73 | - | - | |
Alphabet Inc Class C | - | 1.62 | - | - | |
Adobe Inc | - | 1.55 | - | - | |
Amazon.com Inc | - | 1.55 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SEI World Equity Ex-US A (SIIT) | 7.48B | 4.09 | 1.65 | 4.81 | ||
SEI S&P 500 Index A (SIIT) | 4.18B | 10.51 | 11.41 | 12.90 | ||
SEI International Equity F (SIT) | 3.5B | 4.83 | 3.18 | 4.57 | ||
SEI Global Managed Volatility A (SI | 2.01B | 7.41 | 8.13 | - | ||
SEI Large Cap Index A (SIIT) | 1.81B | 10.29 | 10.43 | 12.64 |
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