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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.89 | 1.89 | 0.00 |
Stocks | 98.11 | 98.11 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.80 | 20.36 |
Price to Book | 3.71 | 3.97 |
Price to Sales | 2.15 | 2.63 |
Price to Cash Flow | 13.78 | 14.39 |
Dividend Yield | 1.35 | 1.54 |
5 Years Earnings Growth | 10.67 | 11.09 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.67 | 28.73 |
Financial Services | 14.11 | 14.48 |
Consumer Cyclical | 11.69 | 10.52 |
Healthcare | 11.25 | 12.25 |
Communication Services | 8.46 | 8.46 |
Industrials | 8.17 | 9.63 |
Consumer Defensive | 5.95 | 6.11 |
Energy | 4.05 | 3.82 |
Utilities | 2.62 | 2.76 |
Basic Materials | 2.22 | 2.38 |
Real Estate | 0.82 | 2.27 |
Number of long holdings: 381
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.35 | 232.62 | +2.18% | |
Microsoft | US5949181045 | 6.22 | 411.44 | -0.19% | |
NVIDIA | US67066G1040 | 6.03 | 132.80 | -0.58% | |
Amazon.com | US0231351067 | 3.96 | 232.76 | -0.16% | |
Meta Platforms | US30303M1027 | 2.34 | 719.80 | +0.33% | |
Alphabet C | US02079K1079 | 2.07 | 187.07 | -0.60% | |
UnitedHealth | US91324P1021 | 1.81 | 533.92 | +0.10% | |
Mastercard | US57636Q1040 | 1.38 | 564.70 | -0.14% | |
Costco | US22160K1051 | 1.17 | 1,058.34 | -0.34% | |
Alphabet A | US02079K3059 | 1.04 | 185.32 | -0.62% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Russell Tax Exempt Bond S | 4.21B | 0.60 | 0.95 | 2.10 | ||
Russell Tax-Managed International E | 3B | 4.07 | 1.32 | - | ||
Russell US Strategic Equity S | 2.47B | 3.22 | 9.66 | 11.75 | ||
Russell Tax-Managed US Mid & Sm Cap | 1.22B | 2.22 | 3.99 | 7.68 | ||
Russell Global Equity S | 1.02B | 3.90 | 8.46 | 10.17 |
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