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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.16 | 6.44 | 1.28 |
Stocks | 94.40 | 94.40 | 0.00 |
Preferred | 0.44 | 0.44 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.86 | 11.63 |
Price to Book | 1.67 | 1.39 |
Price to Sales | 1.31 | 0.94 |
Price to Cash Flow | 7.69 | 5.95 |
Dividend Yield | 3.54 | 3.88 |
5 Years Earnings Growth | 9.37 | 9.56 |
Name | Net % | Category Average |
---|---|---|
Industrials | 20.19 | 14.21 |
Financial Services | 17.83 | 20.21 |
Consumer Cyclical | 15.43 | 11.77 |
Technology | 11.26 | 8.58 |
Basic Materials | 10.19 | 7.81 |
Healthcare | 8.75 | 10.57 |
Consumer Defensive | 5.68 | 9.26 |
Energy | 4.61 | 7.45 |
Communication Services | 4.25 | 6.11 |
Utilities | 1.06 | 3.42 |
Real Estate | 0.73 | 1.82 |
Number of long holdings: 241
Number of short holdings: 21
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Taiwan Semicon | TW0002330008 | 1.98 | 835.00 | 0% | |
Ryanair Holdings PLC ADR | - | 1.83 | - | - | |
Tencent Holdings Ltd | - | 1.77 | - | - | |
Airbus Group | NL0000235190 | 1.45 | 160.94 | +1.25% | |
Roche Holding Participation | CH0012032048 | 1.32 | 237.10 | +0.98% | |
Alibaba Group Holding Ltd Ordinary Shares | - | 1.32 | - | - | |
BP | GB0007980591 | 1.25 | 491.25 | -0.01% | |
Relx | GB00B2B0DG97 | 1.13 | 3,466.00 | +0.23% | |
SAP | DE0007164600 | 1.08 | 179.380 | +1.33% | |
Novo Nordisk B | DK0062498333 | 1.04 | 903.3 | -1.05% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 628.52B | 5.16 | 6.22 | - | ||
Vanguard 500 Index Admiral | 484.24B | 6.02 | 8.02 | 12.37 | ||
Vanguard Total Stock Market Admiral | 355.44B | 5.15 | 6.20 | 11.76 | ||
Vanguard Total Intl Stock Index Inv | 191.19B | 1.91 | 0.13 | 4.01 | ||
Vanguard 500 Index Institutional Se | 163.76B | 6.03 | 8.05 | - |
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