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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.38 | 1.50 | 0.12 |
Shares | 98.62 | 98.62 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.59 | 19.60 |
Price to Book | 3.74 | 3.69 |
Price to Sales | 2.39 | 2.35 |
Price to Cash Flow | 13.82 | 13.52 |
Dividend Yield | 1.52 | 1.62 |
5 Years Earnings Growth | 11.56 | 11.60 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.07 | 26.45 |
Financial Services | 13.02 | 14.22 |
Healthcare | 12.16 | 13.69 |
Consumer Cyclical | 10.52 | 10.24 |
Industrials | 9.28 | 10.17 |
Communication Services | 8.84 | 8.20 |
Consumer Defensive | 5.85 | 6.54 |
Energy | 4.09 | 4.48 |
Real Estate | 2.48 | 2.34 |
Utilities | 2.39 | 2.49 |
Basic Materials | 2.29 | 2.75 |
Number of long holdings: 1,013
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.04 | 432.68 | +1.12% | |
Apple | US0378331005 | 5.18 | 207.12 | +7.25% | |
NVIDIA | US67066G1040 | 4.28 | 120.91 | -0.72% | |
Amazon.com | US0231351067 | 3.29 | 187.23 | +0.09% | |
Alphabet A | US02079K3059 | 2.01 | 176.62 | +0.92% | |
Meta Platforms | US30303M1027 | 1.98 | 507.47 | +0.97% | |
E-mini S&P 500 Future June 24 | - | 1.97 | - | - | |
Alphabet C | US02079K1079 | 1.72 | 178.19 | +0.88% | |
Berkshire Hathaway B | US0846707026 | 1.51 | 408.50 | -0.56% | |
Eli Lilly | US5324571083 | 1.37 | 865.82 | +0.09% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SEI World Equity Ex-US A (SIIT) | 7.69B | 6.14 | 0.36 | 4.73 | ||
SEI S&P 500 Index A (SIIT) | 4.38B | 11.25 | 9.50 | 12.63 | ||
SEI International Equity F (SIT) | 3.59B | 7.84 | 2.03 | 4.64 | ||
SEI Tax-Managed Large Cap F (SIMT) | 3.58B | 7.52 | 6.69 | 10.12 | ||
SEI Global Managed Volatility A (SI | 2.02B | 7.41 | 6.27 | - |
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