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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.35 | 0.35 | 0.00 |
Stocks | 99.65 | 99.65 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 27.42 | 26.92 |
Price to Book | 4.33 | 4.61 |
Price to Sales | 3.60 | 2.88 |
Price to Cash Flow | 15.77 | 16.83 |
Dividend Yield | 0.93 | 0.66 |
5 Years Earnings Growth | 10.92 | 13.12 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.51 | 26.74 |
Industrials | 19.22 | 18.62 |
Healthcare | 13.07 | 17.94 |
Consumer Cyclical | 9.53 | 13.13 |
Real Estate | 6.56 | 3.12 |
Financial Services | 6.44 | 9.29 |
Energy | 6.08 | 4.44 |
Communication Services | 4.39 | 3.76 |
Basic Materials | 2.52 | 2.85 |
Consumer Defensive | 1.91 | 3.06 |
Utilities | 1.78 | 1.76 |
Number of long holdings: 158
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Amphenol | US0320951017 | 2.15 | 134.03 | -1.62% | |
Transdigm | US8936411003 | 1.96 | 1,317.13 | -2.46% | |
Constellation Energy | US21037T1097 | 1.77 | 231.27 | +0.28% | |
Cintas | US1729081059 | 1.69 | 670.33 | -1.83% | |
Motorola | US6200763075 | 1.68 | 359.54 | -1.39% | |
Welltower | US95040Q1040 | 1.61 | 100.87 | 0.00% | |
Microchip | US5950171042 | 1.48 | 98.82 | +0.60% | |
DexCom | US2521311074 | 1.46 | 127.38 | +0.01% | |
Copart | US2172041061 | 1.39 | 52.73 | -2.39% | |
Realty Income | US7561091049 | 1.37 | 51.60 | -1.11% |
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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