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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.420 | 0.420 | 0.000 |
Stocks | 99.580 | 99.580 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.613 | 21.006 |
Price to Book | 3.834 | 3.910 |
Price to Sales | 2.485 | 2.616 |
Price to Cash Flow | 14.412 | 14.475 |
Dividend Yield | 1.440 | 1.523 |
5 Years Earnings Growth | 11.552 | 11.786 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.710 | 30.373 |
Financial Services | 12.950 | 12.978 |
Healthcare | 11.950 | 12.327 |
Consumer Cyclical | 10.450 | 10.299 |
Industrials | 8.930 | 8.544 |
Communication Services | 8.250 | 8.718 |
Consumer Defensive | 5.590 | 5.965 |
Energy | 3.460 | 3.567 |
Real Estate | 2.950 | 2.549 |
Utilities | 2.560 | 2.542 |
Basic Materials | 2.190 | 2.208 |
Number of long holdings: 1
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Sel | - | 100.00 | - | - |
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