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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 109.180 | 109.180 | 0.000 |
Preferred | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 9.723 | 15.628 |
Price to Book | 1.573 | 2.670 |
Price to Sales | 1.100 | 1.772 |
Price to Cash Flow | 5.432 | 9.945 |
Dividend Yield | 2.804 | 2.464 |
5 Years Earnings Growth | 9.816 | 10.937 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.240 | 24.032 |
Financial Services | 17.400 | 16.159 |
Healthcare | 17.340 | 12.578 |
Energy | 13.230 | 7.872 |
Communication Services | 7.710 | 7.804 |
Consumer Cyclical | 6.490 | 12.399 |
Consumer Defensive | 6.160 | 5.743 |
Industrials | 5.860 | 9.590 |
Basic Materials | 5.050 | 3.260 |
Utilities | 0.400 | 1.820 |
Real Estate | 0.120 | 0.891 |
Number of long holdings: 448
Number of short holdings: 34
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.45 | 420.21 | -0.19% | |
UnitedHealth | US91324P1021 | 3.40 | 524.65 | +0.65% | |
Alphabet C | US02079K1079 | 2.72 | 177.29 | +1.06% | |
TotalEnergies SE | FR0000120271 | 2.59 | 66.95 | +0.74% | |
AbbVie | US00287Y1091 | 1.98 | 166.42 | +1.26% | |
Shell | GB00BP6MXD84 | 1.94 | 32.90 | -0.66% | |
Apple | US0378331005 | 1.89 | 189.87 | +0.02% | |
PepsiCo | US7134481081 | 1.88 | 182.19 | -0.50% | |
Alphabet A | US02079K3059 | 1.78 | 176.06 | +1.08% | |
Samsung Electronics Co | KR7005930003 | 1.63 | 77,400 | -1.02% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
OnePath Life Annuity Pension Balanc | 995.36M | -4.54 | 4.70 | 6.76 | ||
OA Frontier AP Vanguard Balanced In | 768.45M | 2.08 | 2.55 | 5.75 | ||
OA Frontier PS Vanguard Growth Inde | 586.34M | 3.07 | 4.19 | 6.69 | ||
OA Frontier PS Vanguard Balanced In | 579.85M | 1.85 | 2.14 | 5.19 | ||
OA Frontier PS Vanguard High Growth | 335.42M | 4.60 | 6.26 | 8.16 |
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