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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 24.710 | 24.710 | 0.000 |
Bonds | 75.600 | 75.680 | 0.080 |
Convertible | 0.060 | 0.060 | 0.000 |
Other | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.670 | 16.118 |
Price to Book | 2.558 | 2.179 |
Price to Sales | 1.886 | 1.605 |
Price to Cash Flow | 11.551 | 8.795 |
Dividend Yield | 2.106 | 2.664 |
5 Years Earnings Growth | 10.167 | 9.932 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.930 | 19.585 |
Financial Services | 17.090 | 15.658 |
Consumer Cyclical | 11.320 | 10.537 |
Industrials | 11.180 | 10.458 |
Healthcare | 10.000 | 11.450 |
Communication Services | 7.840 | 7.002 |
Consumer Defensive | 5.560 | 6.719 |
Energy | 3.880 | 4.252 |
Basic Materials | 3.850 | 3.592 |
Real Estate | 2.760 | 7.657 |
Utilities | 2.600 | 3.091 |
Number of long holdings: 4
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx I | - | 52.83 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 22.63 | - | - | |
Vanguard Total Stock Market Idx I | - | 15.04 | - | - | |
Vanguard Total Intl Stock Index I | - | 9.95 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NY New Yorks 529 Program Direct Gro | 4.85B | -1.15 | 14.10 | 14.99 | ||
NV Vanguard 529 College Savings Plp | 2.5B | 1.43 | 12.40 | 12.81 | ||
NY New Yorks 529 Program Direct Val | 2.36B | 5.20 | 10.02 | 10.35 | ||
NV Vanguard 529 College Savings Psm | 1.81B | 1.11 | 11.40 | 12.18 | ||
IN CollegeChoice Direct Savings Plu | 1.35B | 3.09 | 11.13 | 13.00 |
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