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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.24 | 0.24 | 0.00 |
Stocks | 99.77 | 99.77 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.14 | 17.84 |
Price to Book | 3.09 | 2.53 |
Price to Sales | 1.96 | 1.65 |
Price to Cash Flow | 13.59 | 11.36 |
Dividend Yield | 1.56 | 1.41 |
5 Years Earnings Growth | 9.62 | 11.64 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.37 | 15.74 |
Industrials | 17.24 | 19.32 |
Financial Services | 13.81 | 16.28 |
Healthcare | 9.02 | 10.12 |
Utilities | 8.27 | 4.08 |
Consumer Cyclical | 7.90 | 12.93 |
Real Estate | 7.53 | 7.18 |
Energy | 4.67 | 4.94 |
Consumer Defensive | 4.58 | 4.28 |
Basic Materials | 4.31 | 4.93 |
Communication Services | 3.29 | 2.74 |
Number of long holdings: 315
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Palantir | US69608A1088 | 1.53 | 73.07 | +1.81% | |
Amphenol | US0320951017 | 0.98 | 72.72 | +4.75% | |
Welltower | US95040Q1040 | 0.95 | 133.67 | +3.35% | |
Motorola | US6200763075 | 0.94 | 467.84 | +0.64% | |
Constellation Energy | US21037T1097 | 0.91 | 323.64 | +2.30% | |
Cintas | US1729081059 | 0.87 | 201.23 | +1.47% | |
Apollo Global Management A | US03769M1062 | 0.78 | 169.24 | +1.35% | |
Arthur J Gallagher | US3635761097 | 0.77 | 296.77 | +0.66% | |
Transdigm | US8936411003 | 0.75 | 1,358.01 | +1.34% | |
Carrier Global | US14448C1045 | 0.75 | 70.55 | +1.28% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 714.4B | 23.76 | 7.88 | - | ||
Vanguard 500 Index Admiral | 562.19B | 24.97 | 8.89 | 13.06 | ||
Vanguard Total Stock Market Admiral | 406.82B | 23.74 | 7.86 | 12.49 | ||
Vanguard Total Intl Stock Index Inv | 201.2B | 5.09 | 0.61 | 5.00 | ||
Vanguard 500 Index Institutional Se | 200.46B | 25.00 | 8.93 | - |
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