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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.99 | 1.99 | 0.00 |
Shares | 98.01 | 98.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.77 | 19.65 |
Price to Book | 3.92 | 3.70 |
Price to Sales | 2.53 | 2.36 |
Price to Cash Flow | 14.17 | 13.57 |
Dividend Yield | 1.54 | 1.61 |
5 Years Earnings Growth | 11.72 | 11.61 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.15 | 26.48 |
Financial Services | 12.67 | 14.24 |
Healthcare | 12.32 | 13.69 |
Consumer Cyclical | 10.48 | 10.25 |
Communication Services | 9.14 | 8.20 |
Industrials | 8.28 | 10.19 |
Consumer Defensive | 6.13 | 6.53 |
Energy | 4.08 | 4.46 |
Utilities | 2.43 | 2.44 |
Real Estate | 2.17 | 2.35 |
Basic Materials | 2.14 | 2.75 |
Number of long holdings: 508
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.58 | 415.13 | +0.23% | |
Apple | US0378331005 | 5.62 | 192.25 | +0.54% | |
NVIDIA | US67066G1040 | 4.85 | 1,096.33 | -0.82% | |
Amazon.com | US0231351067 | 3.64 | 176.44 | -1.60% | |
Alphabet A | US02079K3059 | 2.18 | 172.50 | +0.23% | |
Meta Platforms | US30303M1027 | 2.15 | 466.83 | +0.05% | |
E-mini S&P 500 Future June 24 | - | 1.97 | - | - | |
Alphabet C | US02079K1079 | 1.85 | 173.96 | +0.21% | |
Berkshire Hathaway B | US0846707026 | 1.64 | 414.40 | +1.42% | |
Eli Lilly | US5324571083 | 1.42 | 820.34 | +0.65% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SEI World Equity Ex-US A (SIIT) | 7.67B | 1.71 | -0.11 | 4.52 | ||
SEI International Equity F (SIT) | 3.58B | 2.50 | 1.42 | 4.26 | ||
SEI Tax-Managed Large Cap F (SIMT) | 3.54B | 3.82 | 6.08 | 9.98 | ||
SEI Global Managed Volatility A (SI | 2.02B | 4.35 | 6.42 | - | ||
SEI Large Cap Index A (SIIT) | 1.87B | 5.60 | 6.95 | 12.10 |
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