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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.00 | 3.22 | 0.22 |
Stocks | 71.42 | 71.42 | 0.00 |
Bonds | 25.25 | 25.25 | 0.00 |
Convertible | 0.21 | 0.21 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.10 | 0.93 | 0.83 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.68 | 17.34 |
Price to Book | 1.86 | 2.57 |
Price to Sales | 1.30 | 1.81 |
Price to Cash Flow | 8.22 | 10.84 |
Dividend Yield | 2.62 | 2.11 |
5 Years Earnings Growth | 9.60 | 11.48 |
Name | Net % | Category Average |
---|---|---|
Technology | 16.94 | 21.67 |
Healthcare | 14.27 | 12.46 |
Financial Services | 13.87 | 15.04 |
Industrials | 12.21 | 11.64 |
Consumer Cyclical | 9.85 | 10.88 |
Communication Services | 8.09 | 6.75 |
Consumer Defensive | 7.59 | 6.22 |
Real Estate | 6.37 | 3.97 |
Basic Materials | 4.77 | 4.25 |
Utilities | 3.41 | 2.49 |
Energy | 2.63 | 4.62 |
Number of long holdings: 14
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
KP Large Cap Equity Institutional | - | 34.77 | - | - | |
KP International Equity Institutional | - | 23.25 | - | - | |
KP Fixed Income Institutional | - | 20.82 | - | - | |
KP Small Cap Equity Institutional | - | 10.78 | - | - | |
Vanguard Inflation-Protected Secs I | - | 2.51 | - | - | |
DFA Real Estate Securities I | - | 1.74 | - | - | |
Vanguard Short-Term Bond Idx InstlPls | - | 1.69 | - | - | |
T. Rowe Price New Era I | - | 0.91 | - | - | |
DFA International Real Estate Sec I | - | 0.89 | - | - | |
DFA Commodity Strategy Institutional | - | 0.89 | - | - |
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