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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 | 15.499 |
Price to Book | 2.404 | 2.422 |
Price to Sales | 1.354 | 1.642 |
Price to Cash Flow | 10.761 | 10.222 |
Dividend Yield | 2.673 | 2.605 |
5 Years Earnings Growth | 7.627 | 9.627 |
Name | Net % | Category Average |
---|---|---|
Technology | 18.560 | 12.714 |
Healthcare | 17.210 | 15.323 |
Industrials | 12.450 | 11.775 |
Financial Services | 12.380 | 20.408 |
Consumer Cyclical | 9.080 | 6.427 |
Consumer Defensive | 8.320 | 8.568 |
Communication Services | 6.060 | 5.432 |
Energy | 5.990 | 8.392 |
Real Estate | 3.390 | 3.719 |
Basic Materials | 3.340 | 3.796 |
Utilities | 3.230 | 5.168 |
Number of long holdings: 34
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Oracle | US68389X1054 | 3.38 | 168.10 | +1.09% | |
Equity Residential | US29476L1070 | 3.37 | 74.31 | -1.17% | |
DuPont De Nemours | US26614N1028 | 3.31 | 89.19 | +3.78% | |
Honeywell | US4385161066 | 3.30 | 207.03 | +0.12% | |
TJX | US8725401090 | 3.29 | 118.08 | -0.04% | |
Motorola | US6200763075 | 3.27 | 448.11 | -0.53% | |
Fidelity National Info | US31620M1062 | 3.24 | 82.94 | +0.77% | |
Truist Financial Corp | US89832Q1094 | 3.23 | 42.33 | +1.43% | |
Duke Energy | US26441C2044 | 3.21 | 115.17 | -0.89% | |
Verizon | US92343V1044 | 3.19 | 44.62 | +0.16% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Delaware Small Cap Core I | 5.66B | 9.44 | 2.54 | 8.97 | ||
Delaware Emerging Markets Instl | 2.86B | 13.71 | -1.26 | 3.74 | ||
Delaware Small Cap Value Instl | 2.61B | 11.45 | 4.91 | 7.42 | ||
Optimum Large Cap Growth Instl | 1.99B | 21.72 | 4.18 | 13.08 | ||
Delaware Value Inst | 1.79B | 10.46 | 5.04 | 7.49 |
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