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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.43 | 0.43 | 0.00 |
Stocks | 99.57 | 99.57 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.50 | 14.38 |
Price to Book | 2.06 | 1.96 |
Price to Sales | 1.13 | 1.14 |
Price to Cash Flow | 9.54 | 8.68 |
Dividend Yield | 2.53 | 2.29 |
5 Years Earnings Growth | 9.23 | 10.79 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 17.89 | 17.78 |
Industrials | 15.93 | 17.86 |
Utilities | 12.17 | 6.61 |
Technology | 9.45 | 10.42 |
Healthcare | 8.21 | 9.24 |
Basic Materials | 8.03 | 5.23 |
Real Estate | 7.98 | 7.64 |
Consumer Defensive | 7.15 | 6.30 |
Consumer Cyclical | 7.08 | 11.80 |
Energy | 3.60 | 6.42 |
Communication Services | 2.50 | 3.01 |
Number of long holdings: 199
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
PACCAR | US6937181088 | 1.40 | 104.29 | -2.06% | |
Carrier Global | US14448C1045 | 1.32 | 62.86 | -1.67% | |
Arthur J Gallagher | US3635761097 | 1.28 | 253.50 | -2.46% | |
Newmont Goldcorp | US6516391066 | 1.18 | 41.45 | -1.07% | |
ONEOK | US6826801036 | 1.16 | 80.53 | -0.60% | |
United Rentals | US9113631090 | 1.13 | 629.83 | -1.66% | |
Allstate | US0200021014 | 1.13 | 158.36 | -1.85% | |
PG E | US69331C1080 | 1.13 | 17.58 | -0.14% | |
Digital | US2538681030 | 1.09 | 146.89 | +0.31% | |
Ferguson | JE00BJVNSS43 | 1.07 | 15,090.0 | -0.10% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.55B | 10.13 | 7.72 | - | ||
Vanguard 500 Index Admiral | 507.74B | 11.28 | 9.52 | 12.65 | ||
Vanguard Total Stock Market Admiral | 371.57B | 10.12 | 7.70 | 12.03 | ||
Vanguard Total Intl Stock Index Inv | 197.89B | 6.01 | 0.42 | 4.22 | ||
Vanguard 500 Index Institutional Se | 172.16B | 11.29 | 9.55 | - |
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