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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.510 | 3.680 | 1.170 |
Stocks | 25.150 | 25.150 | 0.000 |
Bonds | 72.290 | 72.330 | 0.040 |
Convertible | 0.040 | 0.040 | 0.000 |
Other | 0.010 | 0.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.570 | 17.210 |
Price to Book | 2.469 | 2.421 |
Price to Sales | 1.756 | 1.713 |
Price to Cash Flow | 11.141 | 10.892 |
Dividend Yield | 2.144 | 2.233 |
5 Years Earnings Growth | 11.100 | 11.002 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.110 | 22.754 |
Financial Services | 15.690 | 15.765 |
Industrials | 11.750 | 11.774 |
Healthcare | 11.060 | 10.983 |
Consumer Cyclical | 10.880 | 10.825 |
Communication Services | 7.010 | 6.997 |
Consumer Defensive | 6.080 | 6.155 |
Energy | 4.600 | 4.738 |
Basic Materials | 4.430 | 4.488 |
Real Estate | 2.920 | 2.903 |
Utilities | 2.460 | 2.618 |
Number of long holdings: 5
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx I | - | 52.09 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 22.40 | - | - | |
Vanguard Total Stock Mkt Idx Instl Sel | - | 15.37 | - | - | |
Vanguard Total Intl Stock Idx Instl Sel | - | 10.14 | - | - |
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 | ||
NV Vanguard 529 College Savings Psm | 1.81B | 5.12 | 6.12 | 11.63 | ||
NY New Yorks 529 Program Direct Gro | 1.57B | 6.21 | 6.84 | 14.46 |
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