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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.870 | 4.810 | 3.940 |
Stocks | 16.070 | 16.070 | 0.000 |
Bonds | 42.820 | 42.830 | 0.010 |
Convertible | 0.240 | 0.240 | 0.000 |
Other | 40.000 | 40.000 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.037 | 17.489 |
Price to Book | 2.749 | 3.016 |
Price to Sales | 1.899 | 1.904 |
Price to Cash Flow | 8.815 | 10.168 |
Dividend Yield | 2.002 | 2.567 |
5 Years Earnings Growth | 9.260 | 9.335 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 17.140 | 15.148 |
Technology | 17.090 | 20.377 |
Healthcare | 13.960 | 11.599 |
Industrials | 10.300 | 9.823 |
Consumer Cyclical | 9.440 | 9.964 |
Communication Services | 9.330 | 7.388 |
Consumer Defensive | 7.320 | 6.596 |
Energy | 4.610 | 4.212 |
Real Estate | 4.340 | 8.302 |
Utilities | 3.850 | 3.299 |
Basic Materials | 2.630 | 3.289 |
Number of long holdings: 14
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Short-Term Bond Idx InstlPls | - | 21.90 | - | - | |
Vanguard Total Bond Market Idx InstlPls | - | 17.91 | - | - | |
Goldman Sachs Global Finan Serv Svc | - | 15.90 | - | - | |
State Street S&P 500 Index | - | 12.23 | - | - | |
MetWest Total Return Bond Fund | - | 9.95 | - | - | |
SSgA Daily MSCI ACWI EX-US Index SL Fd | - | 5.12 | - | - | |
Vanguard Short Term Investment Pooled | - | 4.97 | - | - | |
DFA World ex US Government Fxd Inc I | - | 3.92 | - | - | |
T. Rowe Price Large Cap Growth Fund | - | 2.05 | - | - | |
Vanguard Russell 1000 Value Index I | - | 2.02 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NE TD Ameritrade 529 State Street S | 259.55M | 24.82 | 8.74 | 12.71 | ||
NE NEST Direct 529 Growth Static In | 194.9M | 12.44 | 3.32 | 8.44 | ||
NE TD Ameritrade 529 T Rowe Price L | 172.74M | 30.85 | 7.35 | 15.77 | ||
NE NEST Direct 529 T Rowe Price Lar | 170.68M | 30.87 | 7.35 | 15.89 | ||
NE NEST Direct 529 Age Based Aggr19 | 155.75M | 5.60 | 0.92 | 3.47 |
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