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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.18 | 0.18 | 0.00 |
Stocks | 99.82 | 99.82 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.97 | 15.37 |
Price to Book | 1.92 | 2.41 |
Price to Sales | 1.29 | 1.63 |
Price to Cash Flow | 8.36 | 10.17 |
Dividend Yield | 2.36 | 2.62 |
5 Years Earnings Growth | 8.56 | 9.61 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 25.15 | 20.37 |
Energy | 13.94 | 8.44 |
Healthcare | 13.77 | 15.24 |
Industrials | 10.43 | 11.77 |
Technology | 10.34 | 12.80 |
Basic Materials | 8.02 | 3.82 |
Communication Services | 7.74 | 5.44 |
Consumer Cyclical | 6.01 | 6.39 |
Consumer Defensive | 3.75 | 8.56 |
Real Estate | 0.59 | 3.71 |
Utilities | 0.26 | 5.15 |
Number of long holdings: 261
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 5.34 | 212.46 | -2.38% | |
Exxon Mobil | US30231G1022 | 4.86 | 112.64 | -0.47% | |
Berkshire Hathaway B | US0846707026 | 2.85 | 459.42 | -1.18% | |
Chevron | US1667641005 | 2.77 | 138.56 | -1.68% | |
Comcast | US20030N1019 | 2.01 | 39.61 | -0.48% | |
ConocoPhillips | US20825C1045 | 1.59 | 106.02 | -1.33% | |
Goldman Sachs | US38141G1040 | 1.56 | 479.61 | -1.70% | |
AT&T | US00206R1023 | 1.54 | 20.97 | +1.55% | |
Verizon | US92343V1044 | 1.41 | 41.15 | -0.39% | |
Bank of America | US0605051046 | 1.39 | 38.76 | -2.81% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SA US Core Market | 684.84M | 18.71 | 8.45 | 12.09 | ||
SA International Value | 557.33M | 11.46 | 8.29 | 4.32 | ||
SA US Small Company | 315.62M | 10.19 | 4.86 | 8.34 | ||
SA International Small Company | 257.58M | -0.65 | 0.89 | 3.59 | ||
SA Emerging Markets Value | 201.81M | 0.51 | 2.46 | 2.71 |
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