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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.150 | 3.620 | 1.470 |
Shares | 56.860 | 56.860 | 0.000 |
Bonds | 38.140 | 41.180 | 3.040 |
Convertible | 0.040 | 0.040 | 0.000 |
Preferred | 0.120 | 0.120 | 0.000 |
Other | 2.700 | 2.700 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.242 | 17.402 |
Price to Book | 2.045 | 2.577 |
Price to Sales | 1.205 | 1.809 |
Price to Cash Flow | 8.828 | 10.910 |
Dividend Yield | 2.723 | 2.110 |
5 Years Earnings Growth | 9.673 | 11.489 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.390 | 21.644 |
Financial Services | 14.290 | 15.042 |
Healthcare | 11.760 | 12.437 |
Industrials | 11.680 | 11.658 |
Consumer Cyclical | 11.130 | 10.812 |
Consumer Defensive | 10.840 | 6.239 |
Communication Services | 7.700 | 6.777 |
Energy | 3.910 | 4.656 |
Basic Materials | 3.650 | 4.262 |
Utilities | 1.890 | 2.520 |
Real Estate | 1.780 | 3.954 |
Number of long holdings: 13
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SEI World Equity Ex-US A (SIIT) | - | 17.13 | - | - | |
SEI Core Fixed Income A (SIIT) | - | 13.96 | - | - | |
SEI Global Managed Volatility A (SIIT) | - | 11.47 | - | - | |
SEI US Equity Factor Allocation A (SIIT) | - | 8.95 | - | - | |
SEI S&P 500 Index A (SIIT) | - | 8.46 | - | - | |
SEI Dynamic Asset Allocation A (SIIT) | - | 7.46 | - | - | |
SEI High Yield Bond A (SIIT) | - | 6.05 | - | - | |
SEI Limited Duration Bond A (SIIT) | - | 6.03 | - | - | |
SEI Emerging Markets Debt A (SIIT) | - | 6.01 | - | - | |
SEI Multi-Asset Real Return A (SIIT) | - | 6.00 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PIMCO Total Return Collective Trust | 2.84B | -0.43 | -2.90 | 1.49 | ||
TCW Emerging Markets Fixed Income C | 323.01M | -0.06 | 6.46 | - | ||
SEI Target Date 2040 Fund CT 1 | 98.68M | 6.46 | 3.48 | 7.19 | ||
SEI Target Date 2030 Fund CT 1 | 95.09M | 4.13 | 2.31 | 5.87 | ||
SEI Target Date 2045 Fund CT 1 | 72.28M | 6.43 | 3.48 | 7.17 |
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