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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.98 | 1.25 | 0.27 |
Stocks | 98.94 | 98.94 | 0.00 |
Other | 0.07 | 0.07 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 9.61 | 10.50 |
Price to Book | 0.89 | 1.09 |
Price to Sales | 0.59 | 0.67 |
Price to Cash Flow | 4.57 | 4.83 |
Dividend Yield | 4.41 | 4.40 |
5 Years Earnings Growth | 9.89 | 12.45 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.95 | 14.80 |
Industrials | 19.25 | 24.87 |
Basic Materials | 13.47 | 11.62 |
Consumer Cyclical | 13.32 | 14.02 |
Energy | 7.71 | 7.25 |
Technology | 7.10 | 7.62 |
Healthcare | 4.51 | 6.00 |
Consumer Defensive | 4.49 | 6.62 |
Real Estate | 3.73 | 4.11 |
Communication Services | 3.24 | 4.40 |
Utilities | 1.24 | 2.30 |
Number of long holdings: 11
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
DFA International Small Cap Value I | - | 39.89 | - | - | |
DFA International Value III | - | 15.18 | - | - | |
International Value Series | - | 14.94 | - | - | |
iShares MSCI EAFE Small-Cap | US4642882736 | 8.54 | 64.53 | +0.81% | |
iShares Core MSCI Emerging Markets ETF | - | 5.26 | - | - | |
iShares Core MSCI EAFE ETF | - | 5.02 | - | - | |
DFA Emerging Markets Value I | - | 4.92 | - | - | |
DFA Emerging Markets Small Cap I | - | 4.86 | - | - | |
Canadian Small Company Series | - | 1.22 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
RBB Free Market US Equity Instl | 4.08B | 1.22 | 4.87 | 8.37 |
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