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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 24.790 | 24.790 | 0.000 |
Bonds | 75.430 | 75.500 | 0.070 |
Convertible | 0.040 | 0.040 | 0.000 |
Other | 0.010 | 0.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.011 | 16.753 |
Price to Book | 2.398 | 2.366 |
Price to Sales | 1.708 | 1.676 |
Price to Cash Flow | 10.886 | 10.693 |
Dividend Yield | 2.255 | 2.324 |
5 Years Earnings Growth | 11.104 | 11.012 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.050 | 22.613 |
Financial Services | 15.720 | 15.780 |
Industrials | 11.780 | 11.792 |
Healthcare | 11.050 | 10.943 |
Consumer Cyclical | 10.880 | 10.805 |
Communication Services | 7.000 | 7.033 |
Consumer Defensive | 6.080 | 6.203 |
Energy | 4.610 | 4.780 |
Basic Materials | 4.460 | 4.501 |
Real Estate | 2.920 | 2.878 |
Utilities | 2.470 | 2.679 |
Number of long holdings: 5
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx I | - | 52.35 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 22.49 | - | - | |
Vanguard Total Stock Mkt Idx Instl Sel | - | 15.04 | - | - | |
Vanguard Total Intl Stock Idx Instl Sel | - | 10.10 | - | - |
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 Mog | 2.21B | 0.63 | 0.53 | 5.57 | ||
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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