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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.160 | 0.160 | 0.000 |
Stocks | 86.800 | 86.800 | 0.000 |
Bonds | 12.810 | 12.820 | 0.010 |
Convertible | 0.220 | 0.220 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.194 | 17.556 |
Price to Book | 3.601 | 2.380 |
Price to Sales | 2.658 | 1.741 |
Price to Cash Flow | 14.930 | 9.709 |
Dividend Yield | 1.392 | 2.242 |
5 Years Earnings Growth | 13.669 | 10.734 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.640 | 19.199 |
Financial Services | 14.530 | 15.361 |
Healthcare | 13.570 | 11.623 |
Consumer Cyclical | 11.820 | 10.738 |
Communication Services | 10.300 | 6.895 |
Industrials | 9.850 | 10.901 |
Consumer Defensive | 5.960 | 6.357 |
Real Estate | 3.600 | 8.275 |
Basic Materials | 2.670 | 3.709 |
Energy | 2.660 | 4.059 |
Utilities | 2.410 | 2.891 |
Number of long holdings: 3
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Sel | - | 86.81 | - | - | |
Vanguard Total Bond Market Idx InstlPls | - | 10.54 | - | - | |
Vanguard Short-Term Investment-Grade I | - | 2.66 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UT Savings Equity 100 Domestic | 1.42B | 23.63 | 7.79 | 12.28 |
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