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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.630 | 3.790 | 0.160 |
Stocks | 70.800 | 70.800 | 0.000 |
Bonds | 25.280 | 25.290 | 0.010 |
Convertible | 0.120 | 0.120 | 0.000 |
Preferred | 0.090 | 0.090 | 0.000 |
Other | 0.070 | 0.070 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.688 | 18.170 |
Price to Book | 2.814 | 3.073 |
Price to Sales | 1.917 | 2.061 |
Price to Cash Flow | 12.053 | 11.914 |
Dividend Yield | 1.937 | 2.016 |
5 Years Earnings Growth | 11.107 | 11.271 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.260 | 22.912 |
Financial Services | 14.300 | 14.975 |
Industrials | 11.360 | 10.860 |
Healthcare | 10.780 | 13.338 |
Consumer Cyclical | 10.140 | 10.003 |
Communication Services | 7.030 | 7.261 |
Consumer Defensive | 6.070 | 6.272 |
Real Estate | 4.870 | 3.509 |
Energy | 4.270 | 5.545 |
Basic Materials | 3.730 | 3.524 |
Utilities | 3.190 | 3.104 |
Number of long holdings: 20
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab US Large-Cap Value | US8085244098 | 20.16 | 74.08 | +0.01% | |
Schwab US Large-Cap Growth | US8085243009 | 19.98 | 100.84 | -0.76% | |
Dodge & Cox Income I | - | 9.07 | - | - | |
Vanguard Mid Cap Index Admiral | - | 8.24 | - | - | |
Vanguard FTSE Developed Markets | US9219438580 | 4.82 | 49.42 | +0.08% | |
Vanguard Short-Term Bond Index Adm | - | 4.47 | - | - | |
ishares S&P 500 | US4642872000 | 4.32 | 547.23 | -0.38% | |
Fidelity International Index | - | 3.63 | - | - | |
Fidelity Shrt-Term Trs Bd Index | - | 3.58 | - | - | |
Lord Abbett Short Duration Income R6 | - | 3.19 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Stadion Growth Fund CL 5 | 81.3M | -0.03 | 4.34 | 6.75 | ||
Benefit FCI Life Strategy Growth Fa | 43.91M | 0.06 | 4.63 | 7.63 | ||
Benefit FCI Life Strategy Growth Fb | 18.95M | 0.04 | 4.42 | 7.41 | ||
Stadion Moderate Growth 1 | 7.97M | -0.01 | 3.38 | 5.75 | ||
Stadion Growth Fund CL 1 | 7.03M | -0.04 | 4.25 | 6.73 |
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