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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 100.96 | 103.62 | 2.66 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.57 | 15.61 |
Price to Book | 4.12 | 2.69 |
Price to Sales | 2.78 | 1.76 |
Price to Cash Flow | 14.77 | 10.42 |
Dividend Yield | 2.00 | 3.27 |
5 Years Earnings Growth | 10.34 | 9.43 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.39 | 18.84 |
Healthcare | 12.63 | 12.84 |
Financial Services | 12.59 | 16.29 |
Consumer Cyclical | 10.34 | 9.18 |
Communication Services | 9.80 | 7.58 |
Industrials | 7.57 | 7.52 |
Consumer Defensive | 5.55 | 8.46 |
Energy | 4.43 | 7.54 |
Utilities | 2.35 | 5.18 |
Basic Materials | 2.33 | 4.92 |
Real Estate | 2.02 | 3.10 |
Number of long holdings: 268
Number of short holdings: 5
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 7.50 | - | - | |
Apple Inc | - | 5.83 | - | - | |
NVIDIA Corp | - | 5.52 | - | - | |
Amazon.com Inc | - | 3.96 | - | - | |
Alphabet Inc Class A | - | 3.08 | - | - | |
Meta Platforms Inc Class A | - | 2.62 | - | - | |
Broadcom Inc | - | 1.60 | - | - | |
Eli Lilly and Co | - | 1.45 | - | - | |
Tesla | US88160R1014 | 1.22 | 180.11 | -3.48% | |
Exxon Mobil Corp | - | 1.22 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Goldman Sachs Dynamic Municipal | 4.71B | 0.01 | -0.37 | 2.93 | ||
Goldman Sachs Intl Sm Cp Insghts In | 3.2B | 3.37 | -0.76 | 4.93 | ||
Goldman Sachs Emerging Markets Eq I | 1.97B | 3.64 | -9.97 | 3.98 | ||
Goldman Sachs Dynamic Municipal Ini | 1.7B | -0.01 | -0.45 | 2.84 | ||
Goldman Sachs Em Mkts Eq Insghts In | 1.32B | 5.80 | -4.36 | 4.42 |
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