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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.32 | 4.59 | 0.27 |
Stocks | 95.68 | 95.68 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.64 | 16.89 |
Price to Book | 2.48 | 2.76 |
Price to Sales | 1.85 | 1.89 |
Price to Cash Flow | 11.83 | 11.35 |
Dividend Yield | 1.55 | 2.27 |
5 Years Earnings Growth | 12.37 | 10.88 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.49 | 20.36 |
Consumer Cyclical | 17.39 | 10.18 |
Financial Services | 15.24 | 15.53 |
Healthcare | 12.72 | 13.20 |
Communication Services | 9.28 | 7.79 |
Industrials | 7.24 | 12.14 |
Basic Materials | 6.79 | 4.50 |
Consumer Defensive | 2.97 | 8.99 |
Real Estate | 2.42 | 2.30 |
Energy | 2.34 | 4.90 |
Utilities | 1.12 | 3.21 |
Number of long holdings: 206
Number of short holdings: 9
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 3.89 | - | - | |
Amazon.com Inc | - | 3.49 | - | - | |
NVIDIA Corp | - | 2.06 | - | - | |
Meta Platforms Inc Class A | - | 1.91 | - | - | |
Martin Marietta Materials Inc | - | 1.81 | - | - | |
Mastercard Inc Class A | - | 1.81 | - | - | |
Elevance Health Inc | - | 1.64 | - | - | |
Alphabet Inc Class A | - | 1.53 | - | - | |
Ryanair Holdings PLC ADR | - | 1.48 | - | - | |
CRH | IE0001827041 | 1.41 | 6,080.0 | +0.80% |
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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