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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.38 | 1.40 | 0.02 |
Shares | 37.11 | 37.11 | 0.00 |
Bonds | 61.44 | 61.44 | 0.00 |
Convertible | 0.08 | 0.08 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.94 | 16.67 |
Price to Book | 2.37 | 2.50 |
Price to Sales | 2.12 | 1.76 |
Price to Cash Flow | 11.08 | 10.47 |
Dividend Yield | 3.33 | 2.58 |
5 Years Earnings Growth | 8.08 | 10.41 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 18.98 | 15.14 |
Healthcare | 16.38 | 12.50 |
Consumer Defensive | 12.65 | 7.37 |
Energy | 11.09 | 6.43 |
Technology | 9.87 | 18.61 |
Industrials | 9.37 | 11.12 |
Utilities | 8.10 | 3.90 |
Basic Materials | 5.50 | 4.25 |
Real Estate | 4.43 | 6.88 |
Consumer Cyclical | 3.02 | 8.94 |
Communication Services | 0.61 | 6.15 |
Number of long holdings: 1,451
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Chase & Co | - | 1.85 | - | - | |
Merck & Co Inc | - | 1.53 | - | - | |
United States Treasury Notes | - | 1.22 | - | - | |
United States Treasury Notes | - | 1.22 | - | - | |
ConocoPhillips | - | 1.13 | - | - | |
EOG Resources Inc | - | 1.12 | - | - | |
Johnson & Johnson | - | 1.11 | - | - | |
Pfizer | US7170811035 | 1.09 | 28.38 | -0.21% | |
Cisco Systems Inc | - | 0.92 | - | - | |
Broadcom Inc | - | 0.83 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.16B | 5.16 | 6.22 | - | ||
Vanguard 500 Index Admiral | 505.18B | 6.02 | 8.02 | 12.37 | ||
Vanguard Total Stock Market Admiral | 373.3B | 5.15 | 6.20 | 11.76 | ||
Vanguard Total Intl Stock Index Inv | 195.27B | 1.91 | 0.13 | 4.01 | ||
Vanguard Institutional Idx Instl Pl | 168.84B | 6.03 | 8.04 | 12.40 |
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