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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.170 | 2.290 | 0.120 |
Stocks | 94.850 | 94.850 | 0.000 |
Bonds | 2.940 | 2.940 | 0.000 |
Preferred | 0.020 | 0.020 | 0.000 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.733 | 17.888 |
Price to Book | 1.965 | 2.765 |
Price to Sales | 1.193 | 1.899 |
Price to Cash Flow | 8.409 | 11.376 |
Dividend Yield | 2.539 | 2.019 |
5 Years Earnings Growth | 10.361 | 11.627 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.620 | 21.013 |
Financial Services | 16.340 | 15.081 |
Industrials | 11.860 | 12.494 |
Consumer Cyclical | 11.350 | 11.853 |
Healthcare | 10.050 | 12.643 |
Communication Services | 6.700 | 6.683 |
Consumer Defensive | 6.260 | 6.189 |
Energy | 5.610 | 4.543 |
Basic Materials | 5.090 | 3.779 |
Real Estate | 3.330 | 4.045 |
Utilities | 2.800 | 2.619 |
Number of long holdings: 16
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Market | US9229087690 | 20.75 | 282.05 | -0.10% | |
ishares S&P 500 | US4642872000 | 16.28 | 574.07 | -0.18% | |
Schwab amental Intl Large Company | US8085247554 | 13.45 | 37.54 | -0.45% | |
Vanguard FTSE Developed Markets | US9219438580 | 9.38 | 52.98 | -0.62% | |
iShares S&P Midcap 400 | US4642875078 | 9.10 | 62.27 | +0.18% | |
Schwab Fundamental U.S. Large Company Index | US8085247711 | 8.06 | 71.53 | +0.31% | |
Schwab amental EM Large Company | US8085247307 | 3.46 | 32.63 | -0.15% | |
Columbia EM Core ex-China | US19762B2025 | 3.33 | 33.31 | -1.42% | |
SPDR Portfolio S&P 600 Small Cap | US78468R8530 | 3.04 | 45.33 | +0.67% | |
Vanguard Value | US9229087443 | 3.02 | 173.95 | +0.32% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Morningstar Aggressive Growth ETF 1 | 138.02M | -0.36 | 6.44 | 7.58 | ||
RiverFront Dynamic Equity Income Fi | 43.65M | 0.16 | 3.88 | 5.41 | ||
ALPS Red Rocks Listed Private Equit | 38.88M | 0.91 | 5.65 | 8.06 | ||
ALPS Kotak India Growth Fund Clai | 38M | 1.45 | 9.72 | 12.30 | ||
RiverFront Dynamic Equity Income Fa | 8.55M | 0.15 | 3.65 | 5.15 |
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