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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.59 | 3.59 | 0.00 |
Stocks | 96.41 | 96.41 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.20 | 19.60 |
Price to Book | 3.49 | 3.69 |
Price to Sales | 1.85 | 2.35 |
Price to Cash Flow | 13.08 | 13.52 |
Dividend Yield | 1.56 | 1.62 |
5 Years Earnings Growth | 13.00 | 11.60 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 29.16 | 13.69 |
Technology | 27.30 | 26.45 |
Industrials | 14.96 | 10.17 |
Financial Services | 9.53 | 14.22 |
Consumer Cyclical | 7.04 | 10.24 |
Communication Services | 5.61 | 8.20 |
Energy | 3.42 | 4.48 |
Basic Materials | 1.60 | 2.75 |
Consumer Defensive | 1.31 | 6.54 |
Real Estate | 0.06 | 2.34 |
Number of long holdings: 175
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Eli Lilly and Co | - | 10.59 | - | - | |
Microsoft Corp | - | 3.17 | - | - | |
KLA Corp | - | 2.94 | - | - | |
Amgen Inc | - | 2.92 | - | - | |
AstraZeneca PLC ADR | - | 2.88 | - | - | |
Intel | US4581401001 | 2.65 | 30.92 | +0.03% | |
Siemens AG | DE0007236101 | 2.14 | 172.46 | -1.14% | |
Biogen Inc | - | 2.13 | - | - | |
FedEx Corp | - | 2.05 | - | - | |
Alphabet Inc Class A | - | 1.97 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.55B | 10.13 | 7.72 | - | ||
Vanguard 500 Index Admiral | 507.74B | 11.28 | 9.52 | 12.65 | ||
Vanguard Total Stock Market Admiral | 371.57B | 10.12 | 7.70 | 12.03 | ||
Vanguard Total Intl Stock Index Inv | 197.89B | 6.01 | 0.42 | 4.22 | ||
Vanguard 500 Index Institutional Se | 172.16B | 11.29 | 9.55 | - |
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