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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.20 | 0.20 | 0.00 |
Stocks | 99.80 | 99.80 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.08 | 14.43 |
Price to Book | 2.23 | 2.05 |
Price to Sales | 1.28 | 1.21 |
Price to Cash Flow | 10.26 | 9.12 |
Dividend Yield | 2.25 | 2.14 |
5 Years Earnings Growth | 8.46 | 10.28 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 18.17 | 17.51 |
Industrials | 15.17 | 16.50 |
Utilities | 12.19 | 7.15 |
Technology | 10.52 | 11.01 |
Real Estate | 8.48 | 7.88 |
Consumer Defensive | 7.37 | 6.51 |
Healthcare | 7.26 | 10.21 |
Basic Materials | 7.02 | 5.01 |
Consumer Cyclical | 6.84 | 11.51 |
Energy | 4.67 | 6.10 |
Communication Services | 2.31 | 3.07 |
Number of long holdings: 188
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Carrier Global | US14448C1045 | 1.39 | 68.42 | -0.10% | |
Arthur J Gallagher | US3635761097 | 1.37 | 282.50 | -0.21% | |
Digital | US2538681030 | 1.30 | 177.01 | -0.87% | |
ONEOK | US6826801036 | 1.26 | 99.80 | -0.28% | |
PACCAR | US6937181088 | 1.22 | 104.29 | -0.98% | |
United Rentals | US9113631090 | 1.20 | 714.46 | -1.13% | |
Newmont Goldcorp | US6516391066 | 1.17 | 37.85 | -1.14% | |
Ameriprise Financial | US03076C1062 | 1.12 | 532.10 | 0.00% | |
DR Horton | US23331A1097 | 1.10 | 139.10 | -0.37% | |
Allstate | US0200021014 | 1.10 | 192.77 | -0.41% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 740.1B | 27.63 | 10.36 | - | ||
Vanguard 500 Index Admiral | 577.55B | 28.02 | 11.39 | 13.31 | ||
Vanguard Total Stock Market Admiral | 421.1B | 27.60 | 10.34 | 12.84 | ||
Vanguard Total Intl Stock Index Inv | 206B | 7.87 | 2.85 | 4.88 | ||
Vanguard 500 Index Institutional Se | 204.82B | 28.06 | 11.42 | - |
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