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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.290 | 0.290 | 0.000 |
Stocks | 99.710 | 99.710 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.795 | 15.375 |
Price to Book | 2.553 | 2.413 |
Price to Sales | 1.750 | 1.633 |
Price to Cash Flow | 10.788 | 10.167 |
Dividend Yield | 2.952 | 2.619 |
5 Years Earnings Growth | 8.127 | 9.607 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.310 | 20.366 |
Consumer Defensive | 12.690 | 8.563 |
Healthcare | 12.290 | 15.236 |
Technology | 12.290 | 12.800 |
Industrials | 12.170 | 11.767 |
Energy | 10.220 | 8.443 |
Consumer Cyclical | 7.060 | 6.394 |
Utilities | 6.430 | 5.151 |
Communication Services | 3.170 | 5.442 |
Basic Materials | 2.360 | 3.818 |
Real Estate | 0.020 | 3.710 |
Number of long holdings: 554
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 4.23 | 164.56 | +3.97% | |
JPMorgan | US46625H1005 | 3.54 | 206.60 | -0.30% | |
Exxon Mobil | US30231G1022 | 3.09 | 111.23 | +1.38% | |
J&J | US4781601046 | 2.21 | 164.64 | -0.11% | |
P&G | US7427181091 | 2.20 | 173.47 | -0.26% | |
Home Depot | US4370761029 | 2.12 | 374.43 | +1.06% | |
AbbVie | US00287Y1091 | 1.90 | 194.02 | -0.29% | |
Walmart | US9311421039 | 1.73 | 79.66 | +1.04% | |
Merck&Co | US58933Y1055 | 1.66 | 115.25 | +0.47% | |
Bank of America | US0605051046 | 1.59 | 38.78 | -0.56% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 700.88B | 18.17 | 7.72 | - | ||
Vanguard 500 Index Admiral | 542.14B | 19.49 | 9.33 | 12.94 | ||
Vanguard Total Stock Market Admiral | 395.58B | 18.16 | 7.70 | 12.31 | ||
Vanguard Total Intl Stock Index Inv | 209.55B | 10.64 | 1.87 | 4.55 | ||
Vanguard 500 Index Institutional Se | 188.05B | 19.51 | 9.36 | - |
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