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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.330 | 1.990 | 0.660 |
Stocks | 58.900 | 58.900 | 0.000 |
Bonds | 39.700 | 39.730 | 0.030 |
Convertible | 0.020 | 0.020 | 0.000 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.999 | 17.363 |
Price to Book | 2.395 | 2.809 |
Price to Sales | 1.706 | 1.967 |
Price to Cash Flow | 10.877 | 11.455 |
Dividend Yield | 2.258 | 2.187 |
5 Years Earnings Growth | 11.102 | 11.132 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.020 | 21.670 |
Financial Services | 15.730 | 15.298 |
Industrials | 11.790 | 10.946 |
Healthcare | 11.050 | 13.737 |
Consumer Cyclical | 10.880 | 9.559 |
Communication Services | 6.990 | 6.800 |
Consumer Defensive | 6.080 | 6.920 |
Energy | 4.610 | 5.405 |
Basic Materials | 4.470 | 3.547 |
Real Estate | 2.920 | 3.381 |
Utilities | 2.470 | 2.737 |
Number of long holdings: 4
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 35.65 | - | - | |
Vanguard Total Bond Market Idx InstlPls | - | 28.11 | - | - | |
Vanguard Total Intl Stock Idx InstlPls | - | 24.10 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 12.15 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
VA Invest529 Total Stock Market Ind | 1.89B | 4.71 | 6.16 | 11.67 | ||
VA Invest529 Stable Value Portfolio | 261.21M | 0.99 | 2.10 | 1.94 | ||
VA Invest529 Conservative Income Po | 90.69M | -1.38 | -1.62 | 2.95 | ||
VA Invest529 REIT Index Portfolio | 76.3M | -10.16 | -3.58 | 4.91 |
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