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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.69 | 1.69 | 0.00 |
Stocks | 98.31 | 98.31 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.24 | 20.53 |
Price to Book | 4.35 | 4.00 |
Price to Sales | 2.89 | 2.64 |
Price to Cash Flow | 14.96 | 14.41 |
Dividend Yield | 1.43 | 1.53 |
5 Years Earnings Growth | 11.00 | 10.86 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.04 | 28.40 |
Financial Services | 14.05 | 14.65 |
Healthcare | 10.78 | 12.27 |
Consumer Cyclical | 10.68 | 10.66 |
Communication Services | 9.45 | 8.70 |
Industrials | 7.33 | 9.56 |
Consumer Defensive | 5.86 | 6.04 |
Energy | 3.29 | 3.79 |
Utilities | 2.57 | 2.70 |
Real Estate | 2.20 | 2.26 |
Basic Materials | 1.75 | 2.36 |
Number of long holdings: 508
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.99 | 212.69 | -0.61% | |
NVIDIA | US67066G1040 | 5.86 | 115.43 | -3.43% | |
Microsoft | US5949181045 | 5.65 | 383.52 | -1.33% | |
Amazon.com | US0231351067 | 3.80 | 192.82 | -1.49% | |
Meta Platforms | US30303M1027 | 2.79 | 582.36 | -3.73% | |
Alphabet A | US02079K3059 | 1.90 | 160.67 | -2.20% | |
Berkshire Hathaway B | US0846707026 | 1.80 | 523.14 | +0.02% | |
E-mini S&P 500 Future Mar 25 | - | 1.79 | - | - | |
Broadcom | US11135F1012 | 1.78 | 188.67 | -3.00% | |
Alphabet C | US02079K1079 | 1.57 | 162.69 | -2.33% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SEI World Equity Ex-US A (SIIT) | 8.13B | 6.46 | 5.70 | 5.50 | ||
SEI S&P 500 Index A (SIIT) | 4.05B | 1.46 | 12.47 | 12.92 | ||
SEI Tax-Managed Large Cap F (SIMT) | 3.34B | 2.74 | 8.89 | 10.07 | ||
SEI International Equity F (SIT) | 3.18B | 9.13 | 7.70 | 5.70 | ||
SEI Global Managed Volatility A (SI | 1.86B | 6.15 | 9.83 | - |
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