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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.81 | 4.81 | 2.00 |
Stocks | 44.95 | 44.95 | 0.00 |
Bonds | 50.46 | 50.47 | 0.01 |
Convertible | 0.03 | 0.03 | 0.00 |
Preferred | 0.02 | 0.02 | 0.00 |
Other | 1.73 | 1.73 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.94 | 16.99 |
Price to Book | 2.46 | 2.54 |
Price to Sales | 1.74 | 1.80 |
Price to Cash Flow | 10.96 | 10.74 |
Dividend Yield | 2.55 | 2.53 |
5 Years Earnings Growth | 10.10 | 10.55 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.37 | 19.41 |
Financial Services | 16.20 | 15.25 |
Healthcare | 12.28 | 12.44 |
Industrials | 11.42 | 10.96 |
Consumer Cyclical | 8.25 | 8.89 |
Consumer Defensive | 7.79 | 7.22 |
Energy | 5.68 | 6.30 |
Communication Services | 5.60 | 6.26 |
Real Estate | 4.92 | 6.61 |
Utilities | 3.94 | 3.75 |
Basic Materials | 3.55 | 4.09 |
Number of long holdings: 44
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
WisdomTree Floating Rate Treasury ETF | - | 8.72 | - | - | |
Vanguard High-Yield Corporate Adm | - | 7.34 | - | - | |
Vanguard S&P 500 | US9229083632 | 6.87 | 525.38 | -0.44% | |
iShares Core Aggressive Allocation | US4642898591 | 3.74 | 78.93 | -0.15% | |
American Funds Bond Fund of Amer F3 | - | 3.74 | - | - | |
iShares Core US Aggregate Bond | US4642872265 | 3.73 | 101.50 | +0.29% | |
American Funds Multi-Sector Income F-3 | - | 3.73 | - | - | |
iShares 7-10 Year Treasury Bond | US4642874402 | 3.70 | 98.39 | +0.40% | |
American Funds Capital Income Bldr F3 | - | 3.69 | - | - | |
American Funds Income Fund of Amer F3 | - | 3.69 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GuidePath Growth Allocation Svc | 1.39B | 15.03 | 4.34 | 7.89 | ||
GuideMark Large Cap Core Service | 754.08M | 17.20 | 7.32 | 11.58 | ||
GuidePath Tactical Allocation Svc | 661.64M | 18.87 | 9.11 | 6.71 | ||
GuideMark World ex-US Service | 119.82M | 5.17 | 1.18 | 3.44 | ||
GuideMark Emerging Markets Service | 51.18M | 8.60 | -4.11 | 4.42 |
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