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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.290 | 8.950 | 8.660 |
Stocks | 49.800 | 49.800 | 0.000 |
Bonds | 49.850 | 49.900 | 0.050 |
Convertible | 0.030 | 0.030 | 0.000 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.014 | 16.855 |
Price to Book | 2.399 | 2.429 |
Price to Sales | 1.709 | 1.753 |
Price to Cash Flow | 10.889 | 10.430 |
Dividend Yield | 2.254 | 2.330 |
5 Years Earnings Growth | 11.104 | 10.896 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.050 | 20.118 |
Financial Services | 15.710 | 15.488 |
Industrials | 11.780 | 11.021 |
Healthcare | 11.050 | 12.370 |
Consumer Cyclical | 10.880 | 9.946 |
Communication Services | 7.000 | 6.842 |
Consumer Defensive | 6.080 | 6.557 |
Energy | 4.610 | 4.791 |
Basic Materials | 4.450 | 4.169 |
Real Estate | 2.920 | 5.546 |
Utilities | 2.470 | 3.156 |
Number of long holdings: 5
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx I | - | 34.53 | - | - | |
Vanguard Total Stock Mkt Idx Instl Sel | - | 30.24 | - | - | |
Vanguard Total Intl Stock Idx Instl Sel | - | 20.26 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 14.94 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NY New Yorks 529 Program Direct Grp | 33.25B | 2.26 | 2.18 | 7.59 | ||
NV Vanguard 529 College Savings Plp | 2.5B | 6.00 | 7.92 | 12.23 | ||
NY New Yorks 529 Program Direct Cog | 2.08B | -0.96 | -1.31 | 3.41 | ||
NV Vanguard 529 College Savings Psm | 1.81B | 5.12 | 6.12 | 11.63 | ||
NY New Yorks 529 Program Direct Gro | 1.57B | 6.21 | 6.84 | 14.46 |
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