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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.500 | 7.440 | 6.940 |
Stocks | 59.540 | 59.540 | 0.000 |
Bonds | 39.910 | 39.950 | 0.040 |
Convertible | 0.020 | 0.020 | 0.000 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.028 | 17.235 |
Price to Book | 2.404 | 2.793 |
Price to Sales | 1.716 | 1.955 |
Price to Cash Flow | 10.917 | 11.378 |
Dividend Yield | 2.252 | 2.205 |
5 Years Earnings Growth | 11.117 | 11.148 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.820 | 21.589 |
Financial Services | 15.710 | 15.328 |
Industrials | 11.770 | 10.987 |
Healthcare | 10.980 | 13.676 |
Consumer Cyclical | 10.830 | 9.541 |
Communication Services | 7.100 | 6.858 |
Consumer Defensive | 6.190 | 6.918 |
Energy | 4.690 | 5.484 |
Basic Materials | 4.440 | 3.521 |
Real Estate | 2.860 | 3.333 |
Utilities | 2.600 | 2.763 |
Number of long holdings: 5
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Instl Ttl Stk Mkt Idx InstlPls | - | 36.10 | - | - | |
Vanguard Total Bond Market II Idx I | - | 27.66 | - | - | |
Vanguard Total Intl Stock Idx InstlPls | - | 24.23 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 11.94 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NY New Yorks 529 Program Direct Grp | 33.25B | 5.95 | 2.99 | 7.77 | ||
NV Vanguard 529 College Savings Plp | 2.5B | 11.24 | 9.42 | 12.51 | ||
NY New Yorks 529 Program Direct Mog | 2.21B | 3.45 | 1.17 | 5.70 | ||
NY New Yorks 529 Program Direct Cog | 2.08B | 1.00 | -0.85 | 3.48 | ||
NV Vanguard 529 College Savings Psm | 1.81B | 10.08 | 7.61 | 11.91 |
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