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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.11 | 1.12 | 0.01 |
Shares | 98.87 | 98.87 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.35 | 14.50 |
Price to Book | 1.62 | 1.98 |
Price to Sales | 0.96 | 1.16 |
Price to Cash Flow | 7.12 | 8.76 |
Dividend Yield | 2.04 | 2.28 |
5 Years Earnings Growth | 10.21 | 10.89 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 19.47 | 17.99 |
Technology | 16.26 | 10.29 |
Industrials | 15.53 | 17.96 |
Consumer Cyclical | 13.26 | 11.87 |
Healthcare | 9.60 | 9.20 |
Energy | 7.45 | 6.41 |
Basic Materials | 5.64 | 5.16 |
Consumer Defensive | 5.26 | 6.27 |
Communication Services | 4.77 | 3.01 |
Utilities | 1.50 | 6.50 |
Real Estate | 1.24 | 7.64 |
Number of long holdings: 10
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
DFA US Small Cap Value I | - | 24.72 | - | - | |
DFA US Small Cap I | - | 15.00 | - | - | |
DFA US Micro Cap I | - | 14.93 | - | - | |
DFA US Large Cap Value III | - | 14.28 | - | - | |
iShares MSCI USA Value Factor ETF | - | 10.32 | - | - | |
ishares S&P 500 | US4642872000 | 7.95 | 532.56 | +0.08% | |
DFA US Large Company I | - | 7.20 | - | - | |
U.S. Large Cap Value Series | - | 5.50 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Free Market International Equity In | 3.18B | 3.50 | 3.37 | 3.86 |
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