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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.24 | 0.24 | 0.00 |
Stocks | 99.76 | 99.76 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 26.51 | 26.63 |
Price to Book | 4.71 | 4.75 |
Price to Sales | 3.85 | 2.94 |
Price to Cash Flow | 17.21 | 17.58 |
Dividend Yield | 0.83 | 0.63 |
5 Years Earnings Growth | 11.70 | 13.42 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.85 | 26.97 |
Industrials | 19.62 | 18.79 |
Healthcare | 12.24 | 16.22 |
Consumer Cyclical | 9.23 | 13.21 |
Financial Services | 7.43 | 10.69 |
Real Estate | 7.11 | 2.91 |
Energy | 4.57 | 4.36 |
Communication Services | 4.29 | 3.73 |
Utilities | 3.91 | 2.04 |
Basic Materials | 2.01 | 2.56 |
Consumer Defensive | 1.74 | 2.83 |
Number of long holdings: 143
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Palantir | US69608A1088 | 2.25 | 80.69 | +0.17% | |
Constellation Energy | US21037T1097 | 2.21 | 228.28 | +0.56% | |
Welltower | US95040Q1040 | 2.19 | 125.62 | +0.79% | |
Amphenol | US0320951017 | 2.15 | 70.99 | +0.58% | |
Motorola | US6200763075 | 2.00 | 469.77 | -0.04% | |
Cintas | US1729081059 | 1.88 | 187.12 | +0.10% | |
Transdigm | US8936411003 | 1.85 | 1,290.61 | +1.13% | |
Apollo Global Management A | US03769M1062 | 1.52 | 171.63 | +0.35% | |
The Trade Desk | US88339J1051 | 1.43 | 121.67 | -2.67% | |
Realty Income | US7561091049 | 1.38 | 53.00 | +0.40% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 740.1B | 27.63 | 10.36 | - | ||
Vanguard 500 Index Admiral | 577.55B | 28.02 | 11.39 | 13.31 | ||
Vanguard Total Stock Market Admiral | 421.1B | 27.60 | 10.34 | 12.84 | ||
Vanguard Total Intl Stock Index Inv | 206B | 7.87 | 2.85 | 4.88 | ||
Vanguard 500 Index Institutional Se | 204.82B | 28.06 | 11.42 | - |
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