Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.74 | 1.74 | 0.00 |
Shares | 98.26 | 98.26 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.31 | 20.20 |
Price to Book | 4.44 | 3.96 |
Price to Sales | 2.94 | 2.61 |
Price to Cash Flow | 16.04 | 14.34 |
Dividend Yield | 1.39 | 1.54 |
5 Years Earnings Growth | 10.72 | 11.83 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.63 | 28.33 |
Financial Services | 13.44 | 14.26 |
Consumer Cyclical | 10.92 | 10.26 |
Healthcare | 10.58 | 12.75 |
Communication Services | 8.88 | 8.22 |
Industrials | 7.69 | 9.79 |
Consumer Defensive | 5.69 | 6.20 |
Energy | 3.44 | 3.89 |
Utilities | 2.64 | 2.83 |
Real Estate | 2.25 | 2.36 |
Basic Materials | 1.85 | 2.50 |
Number of long holdings: 507
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.81 | 242.70 | +0.20% | |
NVIDIA | US67066G1040 | 6.42 | 140.11 | -0.02% | |
Microsoft | US5949181045 | 5.94 | 424.56 | +0.52% | |
Amazon.com | US0231351067 | 3.67 | 222.13 | +0.01% | |
Meta Platforms | US30303M1027 | 2.37 | 610.72 | -1.16% | |
E-mini S&P 500 Future Dec 24 | - | 1.90 | - | - | |
Alphabet A | US02079K3059 | 1.87 | 193.95 | -0.79% | |
Tesla | US88160R1014 | 1.81 | 394.94 | +0.15% | |
Berkshire Hathaway B | US0846707026 | 1.67 | 451.84 | -0.24% | |
Alphabet C | US02079K1079 | 1.55 | 195.39 | -0.67% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SEI World Equity Ex-US A (SIIT) | 7.6B | 8.95 | 3.94 | 5.24 | ||
SEI Tax-Managed Large Cap F (SIMT) | 3.49B | 19.57 | 8.71 | 10.54 | ||
SEI International Equity F (SIT) | 2.96B | 9.05 | 4.70 | 5.29 | ||
SEI Global Managed Volatility A (SI | 1.81B | 19.72 | 10.33 | - | ||
SEI Large Cap Index A (SIIT) | 1.79B | 28.02 | 10.86 | 13.12 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review