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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.35 | 0.35 | 0.00 |
Stocks | 99.65 | 99.65 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 27.42 | 26.72 |
Price to Book | 4.33 | 4.57 |
Price to Sales | 3.60 | 2.86 |
Price to Cash Flow | 15.77 | 16.69 |
Dividend Yield | 0.93 | 0.67 |
5 Years Earnings Growth | 10.92 | 12.99 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.51 | 26.71 |
Industrials | 19.22 | 18.68 |
Healthcare | 13.07 | 17.88 |
Consumer Cyclical | 9.53 | 13.08 |
Real Estate | 6.56 | 3.11 |
Financial Services | 6.44 | 9.29 |
Energy | 6.08 | 4.53 |
Communication Services | 4.39 | 3.81 |
Basic Materials | 2.52 | 2.86 |
Consumer Defensive | 1.91 | 3.06 |
Utilities | 1.78 | 1.76 |
Number of long holdings: 158
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Amphenol | US0320951017 | 2.15 | 130.64 | -0.17% | |
Transdigm | US8936411003 | 1.96 | 1,310.00 | -1.85% | |
Constellation Energy | US21037T1097 | 1.77 | 197.96 | -2.29% | |
Cintas | US1729081059 | 1.69 | 682.17 | +0.00% | |
Motorola | US6200763075 | 1.68 | 371.06 | +0.16% | |
Welltower | US95040Q1040 | 1.61 | 103.81 | -0.80% | |
Microchip | US5950171042 | 1.48 | 92.85 | -0.55% | |
DexCom | US2521311074 | 1.46 | 115.79 | +0.43% | |
Copart | US2172041061 | 1.39 | 53.76 | +0.54% | |
Realty Income | US7561091049 | 1.37 | 53.32 | -1.73% |
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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