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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.69 | 1.70 | 0.01 |
Stocks | 98.09 | 98.09 | 0.00 |
Other | 0.23 | 0.24 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.13 | 13.85 |
Price to Book | 1.56 | 1.80 |
Price to Sales | 1.19 | 1.42 |
Price to Cash Flow | 7.73 | 8.56 |
Dividend Yield | 3.30 | 3.18 |
5 Years Earnings Growth | 10.35 | 10.66 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.72 | 19.69 |
Industrials | 17.65 | 16.28 |
Technology | 10.83 | 12.89 |
Consumer Cyclical | 10.37 | 10.36 |
Healthcare | 10.37 | 11.29 |
Basic Materials | 6.87 | 6.80 |
Consumer Defensive | 6.85 | 8.77 |
Energy | 4.86 | 4.40 |
Communication Services | 4.46 | 6.03 |
Real Estate | 3.16 | 2.28 |
Utilities | 2.86 | 2.87 |
Number of long holdings: 3,924
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
ASML Holding | NL0010273215 | 1.24 | 651.60 | -7.01% | |
SAP | DE0007164600 | 1.21 | 261.400 | -0.82% | |
Novo Nordisk B | DK0062498333 | 1.19 | 622.4 | 0.00% | |
Toyota Motor | JP3633400001 | 1.01 | 2,924.0 | +0.07% | |
Nestle | CH0038863350 | 0.95 | 77.56 | +3.86% | |
AstraZeneca | GB0009895292 | 0.88 | 11,180.0 | +1.18% | |
Novartis | CH0012005267 | 0.87 | 92.22 | +2.17% | |
Roche Holding Participation | CH0012032048 | 0.87 | 279.30 | +1.60% | |
Shell | GB00BP6MXD84 | 0.87 | 30.94 | -1.15% | |
HSBC | GB0005405286 | 0.80 | 824.50 | +0.79% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 714.4B | 23.76 | 7.88 | - | ||
Vanguard 500 Index Admiral | 562.19B | 24.97 | 8.89 | 13.06 | ||
Vanguard Total Stock Market Admiral | 406.82B | 23.74 | 7.86 | 12.49 | ||
Vanguard Total Intl Stock Index Inv | 201.2B | 5.09 | 0.61 | 5.00 | ||
Vanguard 500 Index Institutional Se | 200.46B | 25.00 | 8.93 | - |
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