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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.64 | 2.65 | 0.01 |
Stocks | 97.36 | 97.36 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.95 | 15.73 |
Price to Book | 2.36 | 2.53 |
Price to Sales | 1.83 | 1.74 |
Price to Cash Flow | 10.45 | 10.84 |
Dividend Yield | 2.85 | 2.46 |
5 Years Earnings Growth | 8.04 | 9.26 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 19.89 | 20.99 |
Healthcare | 14.48 | 15.18 |
Industrials | 11.56 | 11.93 |
Consumer Defensive | 11.39 | 8.28 |
Technology | 11.02 | 12.71 |
Energy | 9.78 | 7.62 |
Utilities | 8.25 | 5.38 |
Consumer Cyclical | 5.29 | 6.80 |
Basic Materials | 3.60 | 3.55 |
Communication Services | 2.47 | 5.57 |
Real Estate | 2.26 | 3.56 |
Number of long holdings: 207
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 3.80 | 263.03 | +1.49% | |
Broadcom | US11135F1012 | 3.49 | 240.31 | +1.21% | |
J&J | US4781601046 | 2.78 | 148.15 | +0.76% | |
Merck&Co | US58933Y1055 | 2.62 | 96.24 | -1.72% | |
ConocoPhillips | US20825C1045 | 2.23 | 104.28 | -1.48% | |
Cisco | US17275R1023 | 2.02 | 61.03 | +1.33% | |
Pfizer | US7170811035 | 1.82 | 26.64 | +1.29% | |
Gilead | US3755581036 | 1.82 | 92.96 | +1.22% | |
Bank of America | US0605051046 | 1.76 | 46.66 | +0.28% | |
P&G | US7427181091 | 1.49 | 161.72 | +0.37% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 714.4B | 23.76 | 7.88 | - | ||
Vanguard 500 Index Admiral | 562.19B | 24.97 | 8.89 | 13.06 | ||
Vanguard Total Stock Market Admiral | 406.82B | 23.74 | 7.86 | 12.49 | ||
Vanguard Total Intl Stock Index Inv | 201.2B | 5.09 | 0.61 | 5.00 | ||
Vanguard 500 Index Institutional Se | 200.46B | 25.00 | 8.93 | - |
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