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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.71 | 2.25 | 0.54 |
Stocks | 98.11 | 98.11 | 0.00 |
Preferred | 0.11 | 0.11 | 0.00 |
Other | 0.06 | 0.06 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.31 | 17.49 |
Price to Book | 3.03 | 2.95 |
Price to Sales | 2.18 | 2.20 |
Price to Cash Flow | 12.46 | 12.21 |
Dividend Yield | 1.67 | 2.18 |
5 Years Earnings Growth | 11.04 | 11.28 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.23 | 22.50 |
Financial Services | 13.25 | 16.11 |
Consumer Cyclical | 12.08 | 10.28 |
Industrials | 10.78 | 11.86 |
Healthcare | 10.20 | 12.09 |
Communication Services | 8.64 | 8.62 |
Real Estate | 4.47 | 2.39 |
Consumer Defensive | 4.45 | 7.83 |
Energy | 3.08 | 4.39 |
Basic Materials | 2.99 | 4.04 |
Utilities | 1.82 | 3.15 |
Number of long holdings: 25
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard S&P 500 | US9229083632 | 16.12 | 560.69 | +0.00% | |
Schwab US Large-Cap | US8085242019 | 12.10 | 24.20 | +0.04% | |
Vanguard FTSE Developed Markets | US9219438580 | 8.55 | 51.51 | +0.04% | |
Schwab US Large-Cap Growth | US8085243009 | 6.78 | 28.94 | +0.24% | |
American Funds Growth Fund of Amer F3 | - | 6.58 | - | - | |
iShares Core S&P Small-Cap | US4642878049 | 6.51 | 117.09 | -0.08% | |
iShares Core MSCI Emerging Markets ETF | - | 5.44 | - | - | |
Vanguard Russell 1000 Growth | US92206C6802 | 4.06 | 107.15 | +0.10% | |
iShares MSCI ACWI | US4642882579 | 4.03 | 123.62 | -0.02% | |
American Funds AMCAP F3 | - | 3.81 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GuideMark Large Cap Core Service | 805.92M | 3.08 | 10.71 | 12.32 | ||
GuidePath Tactical Allocation Svc | 698.23M | 3.62 | 11.33 | 7.55 | ||
GuidePath Conservative Allocation | 569.33M | 2.07 | 3.27 | 4.33 | ||
GuideMark World ex-US Service | 118.03M | 5.32 | 0.78 | 4.42 | ||
GuideMark Emerging Markets Service | 46.92M | 8.76 | -0.37 | 4.14 |
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