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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.75 | 1.75 | 0.00 |
Stocks | 98.25 | 99.08 | 0.83 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.00 | 15.77 |
Price to Book | 4.26 | 2.76 |
Price to Sales | 2.92 | 1.81 |
Price to Cash Flow | 15.33 | 10.73 |
Dividend Yield | 2.07 | 3.09 |
5 Years Earnings Growth | 10.35 | 9.84 |
Name | Net % | Category Average |
---|---|---|
Technology | 33.01 | 19.60 |
Financial Services | 12.38 | 17.47 |
Healthcare | 11.35 | 12.24 |
Consumer Cyclical | 10.99 | 8.67 |
Communication Services | 9.85 | 7.22 |
Industrials | 6.36 | 7.49 |
Consumer Defensive | 6.09 | 8.96 |
Energy | 3.78 | 6.90 |
Utilities | 2.61 | 5.21 |
Real Estate | 2.03 | 3.03 |
Basic Materials | 1.56 | 3.41 |
Number of long holdings: 238
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 6.90 | 139.67 | +3.69% | |
Apple | US0378331005 | 6.85 | 255.27 | +0.31% | |
Microsoft | US5949181045 | 6.41 | 435.25 | -0.31% | |
Amazon.com | US0231351067 | 3.45 | 225.06 | +0.06% | |
Alphabet A | US02079K3059 | 3.09 | 194.63 | +1.68% | |
Meta Platforms | US30303M1027 | 2.68 | 599.85 | +2.49% | |
Broadcom | US11135F1012 | 1.89 | 232.35 | +5.52% | |
Tesla | US88160R1014 | 1.44 | 430.60 | +2.27% | |
Eli Lilly | US5324571083 | 1.34 | 796.28 | +3.71% | |
JPMorgan | US46625H1005 | 1.25 | 238.39 | +0.33% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Goldman Sachs Dynamic Municipal | 5.44B | 4.38 | 0.65 | 2.91 | ||
Goldman Sachs Intl Sm Cp Insghts In | 3.28B | 8.71 | 2.42 | 6.19 | ||
Goldman Sachs Emerging Markets Eq I | 1.95B | 10.03 | -6.15 | 4.02 | ||
Goldman Sachs Dynamic Municipal Ini | 1.93B | 4.30 | 0.56 | 2.82 | ||
Goldman Sachs US Eq Div and Prem In | 1.57B | 23.52 | 9.94 | 10.88 |
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