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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.930 | 4.920 | 0.990 |
Stocks | 63.920 | 64.010 | 0.090 |
Bonds | 31.610 | 32.010 | 0.400 |
Convertible | 0.090 | 0.090 | 0.000 |
Preferred | 0.110 | 0.110 | 0.000 |
Other | 0.350 | 0.350 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.822 | 17.178 |
Price to Book | 2.620 | 2.786 |
Price to Sales | 1.872 | 1.948 |
Price to Cash Flow | 11.961 | 11.329 |
Dividend Yield | 1.993 | 2.211 |
5 Years Earnings Growth | 11.580 | 11.132 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.740 | 21.598 |
Financial Services | 15.390 | 15.325 |
Healthcare | 12.710 | 13.682 |
Industrials | 10.420 | 10.985 |
Consumer Cyclical | 9.420 | 9.555 |
Energy | 6.420 | 5.472 |
Communication Services | 6.040 | 6.846 |
Consumer Defensive | 5.590 | 6.916 |
Basic Materials | 5.510 | 3.526 |
Real Estate | 4.300 | 3.339 |
Utilities | 2.460 | 2.756 |
Number of long holdings: 17
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
T. Rowe Price Spectrum Income I | - | 37.31 | - | - | |
T. Rowe Price Value I | - | 10.38 | - | - | |
T. Rowe Price Blue Chip Growth I | - | 9.70 | - | - | |
T. Rowe Price Equity Index 500 I | - | 5.92 | - | - | |
T. Rowe Price Overseas Stock I | - | 4.91 | - | - | |
T. Rowe Price International Value Eq I | - | 4.74 | - | - | |
T. Rowe Price International Stock I | - | 4.24 | - | - | |
T. Rowe Price Real Assets I | - | 3.95 | - | - | |
T. Rowe Price US Large-Cap Core I | - | 3.93 | - | - | |
T. Rowe Price Small-Cap Stock I | - | 3.84 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AK T Rowe Price 529 Total Equity Ma | 3.56B | 9.61 | 7.33 | 11.60 | ||
MD Maryland College Investment Plap | 1.29B | 3.17 | 0.96 | 5.55 | ||
AK T Rowe Price 529 for College | 527.71M | 1.95 | -0.01 | 3.12 | ||
AK University of Alaska College Sae | 458.16M | 9.61 | 7.33 | 11.60 | ||
AK John Hancock Freedom 529 Blue Ch | 261.22M | 11.61 | 5.74 | 12.69 |
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