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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.99 | 3.10 | 0.11 |
Shares | 97.01 | 97.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.77 | 15.35 |
Price to Book | 2.51 | 2.42 |
Price to Sales | 1.40 | 1.63 |
Price to Cash Flow | 11.78 | 10.17 |
Dividend Yield | 2.49 | 2.60 |
5 Years Earnings Growth | 8.58 | 9.61 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 19.19 | 15.26 |
Technology | 18.45 | 12.47 |
Financial Services | 15.73 | 20.55 |
Industrials | 9.64 | 11.94 |
Consumer Cyclical | 9.46 | 6.48 |
Consumer Defensive | 8.51 | 8.43 |
Communication Services | 6.17 | 5.48 |
Energy | 3.40 | 8.46 |
Basic Materials | 3.35 | 3.93 |
Utilities | 3.24 | 5.00 |
Real Estate | 2.85 | 3.60 |
Number of long holdings: 39
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Exxon Mobil Corp | - | 3.30 | - | - | |
Allstate Corp | - | 3.29 | - | - | |
The Walt Disney Co | - | 3.28 | - | - | |
Honeywell International Inc | - | 3.28 | - | - | |
DuPont de Nemours Inc | - | 3.25 | - | - | |
Merck & Co Inc | - | 3.25 | - | - | |
American International Group Inc | - | 3.24 | - | - | |
Motorola Solutions Inc | - | 3.22 | - | - | |
The Travelers Companies Inc | - | 3.22 | - | - | |
The Cigna Group | - | 3.18 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Delaware Small Cap Core I | 5.48B | -4.52 | -1.51 | 8.02 | ||
Delaware Emerging Markets Instl | 2.85B | 6.93 | -5.97 | 4.32 | ||
Delaware Small Cap Value Instl | 2.65B | 0.70 | 1.26 | 6.95 | ||
Optimum Large Cap Growth Instl | 1.9B | 7.54 | 2.84 | 12.79 | ||
Optimum Large Cap Value Instl | 1.78B | 5.32 | 6.33 | 7.85 |
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