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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.99 | 0.99 | 0.00 |
Shares | 99.01 | 99.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.07 | 15.49 |
Price to Book | 2.22 | 2.47 |
Price to Sales | 1.36 | 1.70 |
Price to Cash Flow | 11.43 | 10.57 |
Dividend Yield | 2.61 | 2.54 |
5 Years Earnings Growth | 8.18 | 9.10 |
Name | Net % | Category Average |
---|---|---|
Technology | 18.90 | 12.90 |
Healthcare | 17.45 | 15.01 |
Financial Services | 15.77 | 21.25 |
Industrials | 12.34 | 11.90 |
Consumer Cyclical | 7.97 | 6.84 |
Energy | 6.29 | 7.59 |
Communication Services | 6.14 | 5.58 |
Consumer Defensive | 5.83 | 8.19 |
Real Estate | 3.17 | 3.47 |
Basic Materials | 3.10 | 3.45 |
Utilities | 3.05 | 5.34 |
Number of long holdings: 37
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Analog Devices | US0326541051 | 3.29 | 223.85 | -4.23% | |
Bank of America | US0605051046 | 3.27 | 44.12 | +0.41% | |
Exxon Mobil | US30231G1022 | 3.14 | 110.15 | +0.63% | |
Equity Residential | US29476L1070 | 3.14 | 73.68 | +1.18% | |
Cisco | US17275R1023 | 3.12 | 63.81 | -0.42% | |
Truist Financial Corp | US89832Q1094 | 3.12 | 45.71 | +0.82% | |
Allstate | US0200021014 | 3.12 | 195.06 | +3.52% | |
Fidelity National Info | US31620M1062 | 3.11 | 69.25 | +0.49% | |
Honeywell | US4385161066 | 3.08 | 212.27 | +0.44% | |
Teledyne Technologies | US8793601050 | 3.08 | 500.86 | -0.09% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Delaware Small Cap Core I | 5.39B | 4.24 | 5.97 | 9.25 | ||
Delaware Emerging Markets Instl | 2.83B | 5.40 | -1.38 | 5.68 | ||
Delaware Small Cap Value Instl | 2.4B | 4.37 | 5.12 | 8.53 | ||
Optimum Large Cap Growth Instl | 2.01B | 1.80 | 11.39 | 14.01 | ||
Optimum Large Cap Value Instl | 1.84B | 4.31 | 7.85 | 9.06 |
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