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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.02 | 2.02 | 0.00 |
Stocks | 97.98 | 97.98 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.58 | 19.91 |
Price to Book | 3.82 | 3.85 |
Price to Sales | 3.11 | 2.52 |
Price to Cash Flow | 16.15 | 14.05 |
Dividend Yield | 1.31 | 1.57 |
5 Years Earnings Growth | 13.28 | 11.86 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.06 | 27.68 |
Communication Services | 14.26 | 8.18 |
Healthcare | 13.79 | 13.32 |
Financial Services | 13.34 | 14.15 |
Consumer Cyclical | 10.12 | 10.12 |
Industrials | 5.52 | 9.82 |
Consumer Defensive | 5.37 | 6.36 |
Basic Materials | 2.73 | 2.60 |
Real Estate | 2.51 | 2.41 |
Energy | 2.30 | 4.04 |
Number of long holdings: 48
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.92 | 427.99 | +2.20% | |
Apple | US0378331005 | 7.66 | 235.06 | +0.94% | |
Meta Platforms | US30303M1027 | 6.27 | 573.54 | +1.49% | |
Alphabet C | US02079K1079 | 5.40 | 170.62 | +0.70% | |
Amazon.com | US0231351067 | 4.49 | 207.86 | +3.18% | |
UnitedHealth | US91324P1021 | 3.02 | 606.79 | +0.16% | |
Berkshire Hathaway B | US0846707026 | 2.82 | 478.56 | +0.24% | |
HCA | US40412C1018 | 2.70 | 328.95 | +1.02% | |
Oracle | US68389X1054 | 2.66 | 190.37 | +1.27% | |
J&J | US4781601046 | 2.38 | 154.52 | -0.01% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Touchstone Mid Cap Y | 4.54B | 8.92 | 6.74 | 10.57 | ||
Touchstone Sands Capital Inst Gr | 2.32B | 43.93 | 28.26 | 18.82 | ||
Sentinel Common Stock A | 2.21B | 17.51 | 7.05 | 12.83 | ||
Touchstone Sands Cptl Emerg Mkts G | 886.74M | 9.71 | -10.71 | 3.91 | ||
Sentinel Common Stock I | 950.24M | 17.77 | 7.35 | 13.14 |
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