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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.64 | 2.65 | 0.01 |
Stocks | 97.36 | 97.36 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.95 | 15.32 |
Price to Book | 2.36 | 2.46 |
Price to Sales | 1.83 | 1.68 |
Price to Cash Flow | 10.45 | 10.49 |
Dividend Yield | 2.85 | 2.53 |
5 Years Earnings Growth | 8.04 | 9.63 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 19.89 | 20.20 |
Healthcare | 14.48 | 15.55 |
Industrials | 11.56 | 11.77 |
Consumer Defensive | 11.39 | 8.63 |
Technology | 11.02 | 12.69 |
Energy | 9.78 | 7.88 |
Utilities | 8.25 | 5.35 |
Consumer Cyclical | 5.29 | 6.65 |
Basic Materials | 3.60 | 3.74 |
Communication Services | 2.47 | 5.42 |
Real Estate | 2.26 | 3.77 |
Number of long holdings: 207
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 3.80 | 243.29 | +1.04% | |
Broadcom | US11135F1012 | 3.49 | 161.69 | -0.96% | |
J&J | US4781601046 | 2.78 | 153.27 | +0.10% | |
Merck&Co | US58933Y1055 | 2.62 | 97.66 | +0.22% | |
ConocoPhillips | US20825C1045 | 2.23 | 115.02 | +1.40% | |
Cisco | US17275R1023 | 2.02 | 57.41 | -0.16% | |
Pfizer | US7170811035 | 1.82 | 24.87 | -0.29% | |
Gilead | US3755581036 | 1.82 | 88.45 | -0.20% | |
Bank of America | US0605051046 | 1.76 | 46.77 | +1.54% | |
P&G | US7427181091 | 1.49 | 171.81 | +0.54% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 703.38B | 19.69 | 7.49 | - | ||
Vanguard 500 Index Admiral | 546.41B | 20.93 | 9.04 | 12.96 | ||
Vanguard Total Stock Market Admiral | 396.4B | 19.67 | 7.47 | 12.38 | ||
Vanguard Total Intl Stock Index Inv | 204.36B | 8.15 | 1.40 | 4.88 | ||
Vanguard 500 Index Institutional Se | 191.38B | 20.96 | 9.07 | - |
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