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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.59 | 1.59 | 0.00 |
Stocks | 98.41 | 98.41 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.23 | 20.16 |
Price to Book | 3.96 | 3.82 |
Price to Sales | 2.32 | 2.50 |
Price to Cash Flow | 14.37 | 13.99 |
Dividend Yield | 1.28 | 1.58 |
5 Years Earnings Growth | 11.41 | 11.94 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.84 | 27.57 |
Healthcare | 31.70 | 13.49 |
Industrials | 12.25 | 9.77 |
Consumer Cyclical | 7.74 | 10.07 |
Financial Services | 6.60 | 14.16 |
Communication Services | 5.91 | 8.14 |
Energy | 2.21 | 4.12 |
Basic Materials | 1.21 | 2.62 |
Consumer Defensive | 0.55 | 6.41 |
Number of long holdings: 173
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Eli Lilly | US5324571083 | 13.25 | 818.93 | -1.30% | |
Micron | US5951121038 | 3.96 | 99.73 | +0.08% | |
Amgen | US0311621009 | 3.57 | 319.22 | -0.29% | |
KLA Corp | US4824801009 | 3.52 | 669.38 | +0.47% | |
Microsoft | US5949181045 | 3.45 | 410.37 | +0.99% | |
FedEx | US31428X1063 | 3.25 | 274.35 | +0.18% | |
Adobe | US00724F1012 | 2.96 | 482.80 | +0.99% | |
Biogen | US09062X1037 | 2.70 | 173.79 | -0.12% | |
Texas Instruments | US8825081040 | 2.62 | 204.92 | +0.87% | |
Alphabet A | US02079K3059 | 2.55 | 171.29 | +0.11% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 713.87B | 20.59 | 10.12 | - | ||
Vanguard 500 Index Admiral | 552.77B | 22.04 | 11.87 | 13.34 | ||
Vanguard Total Stock Market Admiral | 401.69B | 20.58 | 10.10 | 12.77 | ||
Vanguard Total Intl Stock Index Inv | 214.44B | 13.49 | 3.94 | 5.36 | ||
Vanguard 500 Index Institutional Se | 193.35B | 22.07 | 11.90 | - |
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