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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.190 | 1.800 | 0.610 |
Stocks | 64.610 | 64.610 | 0.000 |
Bonds | 34.060 | 34.420 | 0.360 |
Convertible | 0.020 | 0.020 | 0.000 |
Preferred | 0.030 | 0.030 | 0.000 |
Other | 0.090 | 0.100 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 24.347 | 18.170 |
Price to Book | 6.066 | 3.073 |
Price to Sales | 3.754 | 2.061 |
Price to Cash Flow | 17.045 | 11.914 |
Dividend Yield | 1.000 | 2.016 |
5 Years Earnings Growth | 14.291 | 11.271 |
Name | Net % | Category Average |
---|---|---|
Technology | 43.810 | 22.912 |
Healthcare | 11.910 | 13.338 |
Consumer Cyclical | 10.690 | 10.003 |
Industrials | 8.990 | 10.860 |
Communication Services | 7.720 | 7.261 |
Financial Services | 7.270 | 14.975 |
Energy | 3.360 | 5.545 |
Consumer Defensive | 3.270 | 6.272 |
Basic Materials | 2.290 | 3.524 |
Utilities | 0.680 | 3.104 |
Number of long holdings: 229
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA Corp | - | 5.88 | - | - | |
Microsoft Corp | - | 5.31 | - | - | |
Apple Inc | - | 3.80 | - | - | |
Broadcom Inc | - | 3.18 | - | - | |
Alphabet Inc Class A | - | 3.03 | - | - | |
Amazon.com Inc | - | 2.83 | - | - | |
United States Treasury Notes 4% | - | 2.76 | - | - | |
United States Treasury Bonds 4.75% | - | 2.08 | - | - | |
UnitedHealth Group Inc | - | 1.96 | - | - | |
Salesforce Inc | - | 1.78 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Sit MN Tax-Free Income | 400.24M | 0.06 | -1.89 | 1.90 | ||
Sit Dividend Growth I | 222.13M | 14.88 | 8.98 | 10.32 | ||
Sit Mid Cap Growth | 202.69M | 1.95 | 1.06 | 8.48 | ||
Sit Large Cap Growth | 214.12M | 4.89 | 7.23 | 13.74 | ||
Sit Small Cap Growth | 112.28M | 4.74 | -2.16 | 7.42 |
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