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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 19.580 | 19.760 | 0.180 |
Stocks | 48.050 | 48.050 | 0.000 |
Bonds | 25.580 | 25.580 | 0.000 |
Convertible | 0.290 | 0.290 | 0.000 |
Preferred | 0.120 | 0.120 | 0.000 |
Other | 6.380 | 6.460 | 0.080 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.688 | 18.496 |
Price to Book | 2.316 | 3.231 |
Price to Sales | 1.614 | 2.256 |
Price to Cash Flow | 10.806 | 12.602 |
Dividend Yield | 2.260 | 1.938 |
5 Years Earnings Growth | 10.944 | 11.681 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.620 | 24.004 |
Financial Services | 14.800 | 15.143 |
Consumer Cyclical | 11.600 | 9.808 |
Industrials | 11.050 | 10.272 |
Healthcare | 9.670 | 13.057 |
Energy | 7.160 | 5.016 |
Communication Services | 6.640 | 7.419 |
Consumer Defensive | 5.730 | 6.205 |
Real Estate | 4.350 | 4.463 |
Basic Materials | 3.920 | 3.436 |
Utilities | 2.460 | 3.266 |
Number of long holdings: 19
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Dodge & Cox Income X | - | 20.14 | - | - | |
Vanguard Russell 1000 Growth Index I | - | 13.50 | - | - | |
Vanguard Russell 1000 Value Index I | - | 5.54 | - | - | |
Reliance Tr Instl Retiremt Tr | - | 5.52 | - | - | |
DFA US Targeted Value I | - | 5.51 | - | - | |
Schwab US Dividend Equity | US8085247976 | 5.50 | 28.10 | -0.12% | |
TCW Emerging Markets Income Plan | - | 4.03 | - | - | |
Vanguard International Growth Adm | - | 3.64 | - | - | |
Dodge & Cox International Stock X | - | 3.54 | - | - | |
Dodge & Cox Global Bond X | - | 2.65 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Retirement Advocate Aggressive Fund | 233.72M | 18.98 | 6.83 | 8.59 | ||
Retirement Advocate Moderate Fund | 232.65M | 13.63 | 4.39 | 6.37 | ||
TDA Managed Retirement Growth Clas1 | 84.47M | 13.21 | 5.30 | 8.64 | ||
TDA Managed Retirement Growth Clas2 | 84.47M | 12.95 | 5.04 | 8.36 | ||
TDA Managed Retirement Balanced Cl1 | 75.54M | 10.79 | 4.83 | 7.30 |
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