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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.730 | 0.730 | 0.000 |
Stocks | 99.270 | 99.270 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.950 | 15.708 |
Price to Book | 2.404 | 2.440 |
Price to Sales | 1.354 | 1.659 |
Price to Cash Flow | 10.761 | 10.318 |
Dividend Yield | 2.673 | 2.571 |
5 Years Earnings Growth | 7.627 | 9.615 |
Name | Net % | Category Average |
---|---|---|
Technology | 18.560 | 12.690 |
Healthcare | 17.210 | 15.466 |
Industrials | 12.450 | 11.693 |
Financial Services | 12.380 | 20.397 |
Consumer Cyclical | 9.080 | 6.480 |
Consumer Defensive | 8.320 | 8.674 |
Communication Services | 6.060 | 5.401 |
Energy | 5.990 | 8.174 |
Real Estate | 3.390 | 3.739 |
Basic Materials | 3.340 | 3.734 |
Utilities | 3.230 | 5.248 |
Number of long holdings: 34
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Oracle | US68389X1054 | 3.38 | 174.69 | -0.56% | |
Equity Residential | US29476L1070 | 3.37 | 75.63 | +1.02% | |
DuPont De Nemours | US26614N1028 | 3.31 | 85.09 | -0.18% | |
Honeywell | US4385161066 | 3.30 | 222.02 | +1.13% | |
TJX | US8725401090 | 3.29 | 117.71 | +0.20% | |
Motorola | US6200763075 | 3.27 | 475.20 | -0.51% | |
Fidelity National Info | US31620M1062 | 3.24 | 90.95 | +1.15% | |
Truist Financial Corp | US89832Q1094 | 3.23 | 43.67 | +1.68% | |
Duke Energy | US26441C2044 | 3.21 | 120.76 | +0.15% | |
Verizon | US92343V1044 | 3.19 | 43.99 | +0.32% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Delaware Small Cap Core I | 5.72B | 9.58 | 3.61 | 9.35 | ||
Delaware Emerging Markets Instl | 2.97B | 16.99 | 0.09 | 4.87 | ||
Delaware Small Cap Value Instl | 2.64B | 11.58 | 5.57 | 8.05 | ||
Optimum Large Cap Growth Instl | 2.02B | 24.41 | 6.82 | 13.50 | ||
Optimum Large Cap Value Instl | 1.89B | 16.59 | 9.34 | 8.73 |
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