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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.97 | 1.97 | 0.00 |
Stocks | 98.03 | 98.03 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.28 | 19.91 |
Price to Book | 3.80 | 3.85 |
Price to Sales | 2.02 | 2.52 |
Price to Cash Flow | 12.83 | 14.05 |
Dividend Yield | 1.32 | 1.57 |
5 Years Earnings Growth | 10.15 | 11.86 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 31.03 | 13.32 |
Technology | 30.69 | 27.68 |
Industrials | 12.75 | 9.82 |
Consumer Cyclical | 9.03 | 10.12 |
Financial Services | 6.71 | 14.15 |
Communication Services | 5.84 | 8.18 |
Energy | 2.11 | 4.04 |
Basic Materials | 1.27 | 2.60 |
Consumer Defensive | 0.58 | 6.36 |
Number of long holdings: 172
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Eli Lilly | US5324571083 | 12.04 | 748.01 | -0.25% | |
Amgen | US0311621009 | 3.69 | 294.53 | +1.60% | |
Microsoft | US5949181045 | 3.33 | 417.00 | +1.00% | |
KLA Corp | US4824801009 | 3.24 | 639.55 | +1.01% | |
Micron | US5951121038 | 3.14 | 102.64 | -0.12% | |
FedEx | US31428X1063 | 2.97 | 299.97 | +1.63% | |
Texas Instruments | US8825081040 | 2.77 | 198.00 | -0.10% | |
Adobe | US00724F1012 | 2.77 | 512.15 | +1.53% | |
Boston Scientific | US1011371077 | 2.75 | 90.00 | -1.64% | |
AstraZeneca ADR | US0463531089 | 2.56 | 65.63 | +2.13% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 703.38B | 19.69 | 7.49 | - | ||
Vanguard 500 Index Admiral | 546.41B | 20.93 | 9.04 | 12.96 | ||
Vanguard Total Stock Market Admiral | 396.4B | 19.67 | 7.47 | 12.38 | ||
Vanguard Total Intl Stock Index Inv | 204.36B | 8.15 | 1.40 | 4.88 | ||
Vanguard 500 Index Institutional Se | 191.38B | 20.96 | 9.07 | - |
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