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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 51.580 | 51.580 | 0.000 |
Bonds | 48.960 | 53.510 | 4.550 |
Convertible | 0.300 | 0.300 | 0.000 |
Preferred | 0.160 | 0.160 | 0.000 |
Other | 10.790 | 10.800 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.451 | 15.998 |
Price to Book | 2.212 | 2.411 |
Price to Sales | 1.573 | 1.823 |
Price to Cash Flow | 9.974 | 10.236 |
Dividend Yield | 2.262 | 2.820 |
5 Years Earnings Growth | 12.085 | 10.296 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.210 | 19.229 |
Financial Services | 17.450 | 15.827 |
Industrials | 13.400 | 10.861 |
Consumer Cyclical | 11.990 | 8.737 |
Healthcare | 10.750 | 10.784 |
Communication Services | 7.020 | 6.775 |
Consumer Defensive | 4.750 | 7.434 |
Basic Materials | 3.500 | 4.225 |
Energy | 3.430 | 6.440 |
Real Estate | 2.290 | 6.966 |
Utilities | 2.200 | 5.298 |
Number of long holdings: 11
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wilshire International Equity Instl | - | 22.54 | - | - | |
Wilshire Income Opportunities Instl | - | 21.22 | - | - | |
Wilshire Large Company Value Instl | - | 16.40 | - | - | |
Wilshire Large Company Growth Instl | - | 16.23 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 14.33 | - | - | |
Vanguard Mega Cap Index Institutional | - | 2.19 | - | - | |
Fidelity Emerging Markets Idx | - | 1.94 | - | - | |
Vanguard Long-Term Bond Index Admiral | - | 1.89 | - | - | |
Wilshire Small Company Value Instl | - | 1.60 | - | - | |
Wilshire Small Company Growth Instl | - | 1.57 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wilshire 5000 Index Invmt | 212.9M | 26.45 | 9.95 | 12.30 | ||
Wilshire International Equity Instl | 217.64M | 4.93 | 3.49 | 6.86 | ||
Wilshire Large Company Growth Instl | 169.07M | 36.31 | 10.06 | 14.79 | ||
Wilshire Large Company Value Instl | 158.91M | 21.04 | 9.39 | 8.18 | ||
Wilshire 5000 Index Portfolio Class | 53.9M | 26.72 | 10.18 | 12.59 |
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