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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.11 | 0.11 | 0.00 |
Stocks | 99.89 | 99.89 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.20 | 15.31 |
Price to Book | 1.87 | 2.46 |
Price to Sales | 1.27 | 1.68 |
Price to Cash Flow | 8.48 | 10.49 |
Dividend Yield | 2.39 | 2.53 |
5 Years Earnings Growth | 7.90 | 9.61 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 25.81 | 20.27 |
Healthcare | 13.55 | 15.50 |
Energy | 12.64 | 7.88 |
Industrials | 10.95 | 11.78 |
Technology | 10.72 | 12.68 |
Basic Materials | 7.88 | 3.75 |
Communication Services | 7.78 | 5.39 |
Consumer Cyclical | 5.75 | 6.68 |
Consumer Defensive | 4.14 | 8.60 |
Real Estate | 0.66 | 3.77 |
Utilities | 0.12 | 5.50 |
Number of long holdings: 267
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 5.40 | 248.55 | +1.55% | |
Exxon Mobil | US30231G1022 | 4.39 | 121.79 | -0.11% | |
Berkshire Hathaway B | US0846707026 | 2.70 | 476.57 | +0.96% | |
Comcast | US20030N1019 | 2.00 | 43.47 | -0.07% | |
Chevron | US1667641005 | 2.00 | 162.36 | +0.45% | |
AT&T | US00206R1023 | 1.67 | 23.18 | +0.87% | |
ConocoPhillips | US20825C1045 | 1.59 | 111.75 | -0.13% | |
Goldman Sachs | US38141G1040 | 1.51 | 602.78 | +1.12% | |
Verizon | US92343V1044 | 1.49 | 43.15 | +1.53% | |
Wells Fargo&Co | US9497461015 | 1.46 | 75.96 | +1.51% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SA US Core Market | 714.37M | 19.82 | 8.26 | 12.16 | ||
SA International Value | 535.65M | 8.11 | 6.25 | 4.73 | ||
SA US Small Company | 339.75M | 10.00 | 4.23 | 8.30 | ||
SA International Small Company | 245.35M | -0.65 | 0.89 | 3.59 | ||
SA Emerging Markets Value | 199.33M | 0.51 | 2.46 | 2.71 |
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