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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.780 | 1.780 | 0.000 |
Shares | 72.290 | 72.290 | 0.000 |
Bonds | 25.720 | 25.740 | 0.020 |
Convertible | 0.110 | 0.110 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 0.090 | 0.090 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.211 | 17.569 |
Price to Book | 2.088 | 2.363 |
Price to Sales | 1.473 | 1.711 |
Price to Cash Flow | 7.367 | 9.592 |
Dividend Yield | 2.512 | 2.243 |
5 Years Earnings Growth | 10.335 | 10.814 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.110 | 19.047 |
Financial Services | 17.340 | 15.138 |
Healthcare | 12.130 | 11.747 |
Consumer Cyclical | 11.950 | 10.970 |
Industrials | 11.200 | 10.937 |
Consumer Defensive | 7.920 | 6.425 |
Energy | 5.310 | 4.165 |
Real Estate | 4.200 | 8.230 |
Basic Materials | 4.110 | 3.728 |
Communication Services | 3.440 | 6.811 |
Utilities | 3.310 | 2.809 |
Number of long holdings: 4
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Instl Ttl Stk Mkt Idx InstlPls | - | 51.38 | - | - | |
Vanguard Total Intl Stock Idx InstlPls | - | 22.35 | - | - | |
Vanguard Total Bond Market II Idx I | - | 21.03 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 5.24 | - | - |
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 | ||
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 |
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