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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.28 | 0.28 | 0.00 |
Stocks | 99.73 | 99.73 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.84 | 20.36 |
Price to Book | 3.82 | 3.97 |
Price to Sales | 3.04 | 2.63 |
Price to Cash Flow | 15.33 | 14.39 |
Dividend Yield | 1.32 | 1.54 |
5 Years Earnings Growth | 10.87 | 11.09 |
Name | Net % | Category Average |
---|---|---|
Technology | 33.42 | 28.73 |
Communication Services | 15.82 | 8.46 |
Financial Services | 13.77 | 14.48 |
Healthcare | 12.42 | 12.25 |
Consumer Cyclical | 8.68 | 10.52 |
Industrials | 5.90 | 9.63 |
Consumer Defensive | 4.14 | 6.11 |
Energy | 2.33 | 3.82 |
Basic Materials | 2.12 | 2.38 |
Real Estate | 1.39 | 2.27 |
Number of long holdings: 47
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 9.26 | 415.82 | +0.61% | |
Apple | US0378331005 | 8.45 | 233.22 | +0.32% | |
Meta Platforms | US30303M1027 | 6.58 | 711.99 | +1.01% | |
Alphabet C | US02079K1079 | 6.45 | 193.31 | +0.01% | |
Amazon.com | US0231351067 | 6.03 | 238.83 | +1.13% | |
NVIDIA | US67066G1040 | 3.68 | 128.68 | +3.08% | |
Berkshire Hathaway B | US0846707026 | 2.78 | 477.22 | +0.74% | |
Visa A | US92826C8394 | 2.65 | 347.48 | -0.56% | |
Salesforce Inc | US79466L3024 | 2.65 | 330.81 | -4.92% | |
UnitedHealth | US91324P1021 | 2.64 | 530.04 | -1.81% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Touchstone Mid Cap Y | 4.2B | 8.47 | 5.27 | 10.13 | ||
Touchstone Sands Capital Inst Gr | 2.32B | 43.93 | 28.26 | 18.82 | ||
Touchstone Focused Y | 1.26B | 18.91 | 6.78 | 11.59 | ||
Sentinel Common Stock I | 933.1M | 20.60 | 7.72 | 13.17 | ||
Touchstone Sands Cptl Emerg Mkts G | 799.74M | 2.76 | -9.37 | 3.75 |
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