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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.660 | 2.070 | 0.410 |
Stocks | 74.850 | 74.850 | 0.000 |
Bonds | 23.440 | 23.450 | 0.010 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.593 | 17.847 |
Price to Book | 2.475 | 2.617 |
Price to Sales | 1.760 | 1.842 |
Price to Cash Flow | 11.162 | 11.145 |
Dividend Yield | 2.138 | 2.186 |
5 Years Earnings Growth | 11.105 | 10.890 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.150 | 21.513 |
Financial Services | 15.680 | 15.362 |
Industrials | 11.740 | 11.394 |
Healthcare | 11.070 | 11.819 |
Consumer Cyclical | 10.870 | 10.887 |
Communication Services | 7.020 | 6.563 |
Consumer Defensive | 6.070 | 6.788 |
Energy | 4.600 | 4.961 |
Basic Materials | 4.420 | 4.047 |
Real Estate | 2.920 | 3.878 |
Utilities | 2.460 | 2.788 |
Number of long holdings: 5
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Instl Ttl Stk Mkt Idx InstlPls | - | 45.90 | - | - | |
Vanguard Total Intl Stock Idx InstlPls | - | 29.92 | - | - | |
Vanguard Total Bond Market II Idx I | - | 16.88 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 7.27 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NY New Yorks 529 Program Direct Grp | 33.25B | 2.26 | 2.18 | 7.59 | ||
NV Vanguard 529 College Savings Plp | 2.5B | 6.00 | 7.92 | 12.23 | ||
NY New Yorks 529 Program Direct Mog | 2.21B | 0.63 | 0.53 | 5.57 | ||
NY New Yorks 529 Program Direct Cog | 2.08B | -0.96 | -1.31 | 3.41 | ||
NV Vanguard 529 College Savings Psm | 1.81B | 5.12 | 6.12 | 11.63 |
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