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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.52 | 5.52 | 0.00 |
Stocks | 94.57 | 94.57 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 27.32 | 28.24 |
Price to Book | 7.59 | 7.36 |
Price to Sales | 4.40 | 4.81 |
Price to Cash Flow | 18.71 | 19.32 |
Dividend Yield | 0.78 | 0.68 |
5 Years Earnings Growth | 11.97 | 14.80 |
Name | Net % | Category Average |
---|---|---|
Technology | 42.70 | 40.74 |
Consumer Cyclical | 14.94 | 14.25 |
Communication Services | 12.17 | 12.08 |
Industrials | 8.23 | 7.03 |
Financial Services | 7.72 | 9.37 |
Healthcare | 7.21 | 10.87 |
Consumer Defensive | 3.16 | 3.39 |
Basic Materials | 1.96 | 1.64 |
Utilities | 1.11 | 1.16 |
Real Estate | 0.48 | 1.42 |
Energy | 0.31 | 1.37 |
Number of long holdings: 210
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 9.72 | 415.06 | +0.02% | |
Apple | US0378331005 | 7.74 | 236.00 | -0.67% | |
NVIDIA | US67066G1040 | 4.80 | 120.07 | -3.67% | |
Amazon.com | US0231351067 | 4.75 | 237.68 | +1.30% | |
Alphabet A | US02079K3059 | 4.03 | 204.02 | +1.57% | |
Meta Platforms | US30303M1027 | 3.96 | 689.18 | +0.32% | |
United States Treasury Bills 0% | - | 2.94 | - | - | |
Applovin | US03831W1080 | 1.96 | 369.59 | +1.12% | |
Broadcom | US11135F1012 | 1.62 | 221.27 | +2.60% | |
Moody’s | US6153691059 | 1.57 | 499.44 | +0.05% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SEI World Equity Ex-US A (SIIT) | 7.98B | 7.23 | 1.49 | 5.40 | ||
SEI S&P 500 Index A (SIIT) | 4.38B | 24.91 | 8.85 | 13.04 | ||
SEI Tax-Managed Large Cap F (SIMT) | 3.61B | 14.57 | 5.28 | 10.06 | ||
SEI International Equity F (SIT) | 3.1B | 6.75 | 1.95 | 5.44 | ||
SEI Global Managed Volatility A (SI | 1.87B | 15.37 | 6.65 | - |
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