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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.50 | 2.20 | 0.70 |
Shares | 98.51 | 99.59 | 1.08 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.32 | 16.00 |
Price to Book | 4.11 | 2.69 |
Price to Sales | 2.76 | 1.80 |
Price to Cash Flow | 15.04 | 10.64 |
Dividend Yield | 2.13 | 3.24 |
5 Years Earnings Growth | 11.17 | 9.44 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.44 | 19.24 |
Financial Services | 12.15 | 17.03 |
Healthcare | 11.98 | 12.73 |
Consumer Cyclical | 10.38 | 8.52 |
Communication Services | 9.52 | 6.89 |
Industrials | 6.58 | 6.93 |
Consumer Defensive | 6.07 | 8.63 |
Energy | 4.33 | 7.45 |
Utilities | 2.64 | 5.61 |
Real Estate | 2.02 | 2.74 |
Basic Materials | 1.88 | 4.47 |
Number of long holdings: 245
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.83 | 435.27 | -0.78% | |
Apple | US0378331005 | 6.66 | 228.20 | -0.29% | |
NVIDIA | US67066G1040 | 6.29 | 116.00 | -1.59% | |
Amazon.com | US0231351067 | 3.58 | 191.60 | +0.91% | |
Alphabet A | US02079K3059 | 3.25 | 163.59 | +0.89% | |
Meta Platforms | US30303M1027 | 2.32 | 561.35 | +0.40% | |
Broadcom | US11135F1012 | 1.71 | 171.10 | +2.20% | |
Tesla | US88160R1014 | 1.39 | 238.25 | -2.32% | |
Eli Lilly | US5324571083 | 1.35 | 921.49 | +0.70% | |
Exxon Mobil | US30231G1022 | 1.29 | 115.27 | -0.63% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Goldman Sachs Dynamic Municipal | 5.26B | 3.11 | 0.16 | 2.91 | ||
Goldman Sachs Intl Sm Cp Insghts In | 3.42B | 12.16 | 0.22 | 5.80 | ||
Goldman Sachs Emerging Markets Eq I | 2.06B | 10.73 | -8.51 | 3.54 | ||
Goldman Sachs Dynamic Municipal Ini | 1.88B | 3.05 | 0.08 | 2.82 | ||
Goldman Sachs Em Mkts Eq Insghts In | 1.3B | 10.11 | -2.77 | 3.69 |
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