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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.35 | 1.39 | 0.04 |
Stocks | 98.66 | 98.66 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.25 | 19.60 |
Price to Book | 3.69 | 3.69 |
Price to Sales | 2.20 | 2.35 |
Price to Cash Flow | 10.84 | 13.54 |
Dividend Yield | 1.47 | 1.61 |
5 Years Earnings Growth | 11.37 | 11.63 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.17 | 26.59 |
Healthcare | 30.75 | 13.75 |
Industrials | 12.88 | 10.15 |
Consumer Cyclical | 9.29 | 10.30 |
Financial Services | 6.49 | 14.21 |
Communication Services | 5.48 | 8.16 |
Energy | 2.17 | 4.38 |
Basic Materials | 1.42 | 2.74 |
Consumer Defensive | 0.36 | 6.51 |
Number of long holdings: 176
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Eli Lilly | US5324571083 | 10.61 | 732.80 | +1.09% | |
Adobe | US00724F1012 | 3.67 | 477.56 | +0.87% | |
Amgen | US0311621009 | 3.66 | 269.98 | +0.22% | |
Biogen | US09062X1037 | 3.37 | 208.90 | +3.18% | |
Microsoft | US5949181045 | 3.31 | 406.32 | +1.82% | |
Intel | US4581401001 | 3.27 | 31.88 | -9.20% | |
FedEx | US31428X1063 | 3.06 | 265.75 | +0.09% | |
KLA Corp | US4824801009 | 2.92 | 706.26 | +4.95% | |
Micron | US5951121038 | 2.85 | 114.84 | +2.92% | |
Texas Instruments | US8825081040 | 2.59 | 177.48 | +1.27% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.16B | 10.01 | 9.65 | - | ||
Vanguard 500 Index Admiral | 505.18B | 10.54 | 11.44 | 12.92 | ||
Vanguard Total Stock Market Admiral | 373.3B | 10.00 | 9.63 | 12.27 | ||
Vanguard Total Intl Stock Index Inv | 195.27B | 4.34 | 1.83 | 4.38 | ||
Vanguard Institutional Idx Instl Pl | 168.84B | 10.55 | 11.47 | 12.95 |
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