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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.82 | 1.82 | 0.00 |
Stocks | 98.18 | 98.18 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.59 | 19.62 |
Price to Book | 4.09 | 3.68 |
Price to Sales | 2.64 | 2.35 |
Price to Cash Flow | 14.41 | 13.50 |
Dividend Yield | 1.49 | 1.62 |
5 Years Earnings Growth | 11.80 | 11.58 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.52 | 26.47 |
Financial Services | 12.47 | 14.23 |
Healthcare | 11.99 | 13.67 |
Consumer Cyclical | 10.02 | 10.20 |
Communication Services | 9.28 | 8.24 |
Industrials | 8.00 | 10.18 |
Consumer Defensive | 5.99 | 6.51 |
Energy | 3.86 | 4.49 |
Utilities | 2.59 | 2.51 |
Real Estate | 2.18 | 2.32 |
Basic Materials | 2.09 | 2.73 |
Number of long holdings: 507
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.70 | 449.78 | +0.92% | |
Apple | US0378331005 | 6.06 | 207.49 | -1.04% | |
NVIDIA | US67066G1040 | 5.89 | 126.57 | -3.22% | |
Amazon.com | US0231351067 | 3.50 | 189.08 | +1.60% | |
Meta Platforms | US30303M1027 | 2.23 | 494.78 | -1.38% | |
Alphabet A | US02079K3059 | 2.21 | 179.63 | +1.89% | |
E-mini S&P 500 Future June 24 | - | 1.93 | - | - | |
Alphabet C | US02079K1079 | 1.86 | 180.26 | +1.43% | |
Berkshire Hathaway B | US0846707026 | 1.64 | 409.62 | +0.11% | |
Eli Lilly | US5324571083 | 1.42 | 883.88 | -0.24% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SEI World Equity Ex-US A (SIIT) | 7.7B | 6.14 | 0.36 | 4.73 | ||
SEI S&P 500 Index A (SIIT) | 4.33B | 11.25 | 9.50 | 12.63 | ||
SEI International Equity F (SIT) | 3.61B | 7.84 | 2.03 | 4.64 | ||
SEI Tax-Managed Large Cap F (SIMT) | 3.57B | 7.52 | 6.69 | 10.12 | ||
SEI Global Managed Volatility A (SI | 2.03B | 7.41 | 6.27 | - |
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