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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.19 | 0.19 | 0.00 |
Stocks | 99.81 | 99.81 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.25 | 15.29 |
Price to Book | 1.84 | 2.40 |
Price to Sales | 1.22 | 1.63 |
Price to Cash Flow | 8.11 | 10.15 |
Dividend Yield | 2.48 | 2.62 |
5 Years Earnings Growth | 8.00 | 9.50 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 24.54 | 20.55 |
Energy | 14.20 | 8.52 |
Healthcare | 13.38 | 15.08 |
Technology | 10.98 | 12.47 |
Industrials | 10.09 | 11.88 |
Basic Materials | 8.28 | 3.92 |
Communication Services | 8.04 | 5.45 |
Consumer Cyclical | 5.98 | 6.41 |
Consumer Defensive | 3.67 | 8.55 |
Real Estate | 0.49 | 3.58 |
Utilities | 0.34 | 5.18 |
Number of long holdings: 261
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 5.27 | 210.33 | +0.02% | |
Exxon Mobil | US30231G1022 | 4.98 | 113.41 | -1.61% | |
Chevron | US1667641005 | 2.80 | 154.09 | -1.85% | |
Berkshire Hathaway B | US0846707026 | 2.80 | 434.01 | -0.45% | |
Comcast | US20030N1019 | 1.98 | 38.51 | -2.58% | |
ConocoPhillips | US20825C1045 | 1.70 | 110.83 | -1.33% | |
AT&T | US00206R1023 | 1.59 | 18.21 | -1.83% | |
Verizon | US92343V1044 | 1.50 | 38.89 | -0.51% | |
Goldman Sachs | US38141G1040 | 1.44 | 492.15 | +1.05% | |
Bank of America | US0605051046 | 1.43 | 42.41 | +0.26% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SA US Core Market | 688.21M | 14.17 | 8.77 | 11.89 | ||
SA International Value | 558.28M | 5.65 | 6.41 | 3.49 | ||
SA US Small Company | 320.26M | 2.75 | 2.88 | 7.41 | ||
SA International Small Company | 256.67M | -0.65 | 0.89 | 3.59 | ||
SA Emerging Markets Value | 205.76M | 0.51 | 2.46 | 2.71 |
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