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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.310 | 2.320 | 0.010 |
Shares | 97.610 | 97.610 | 0.000 |
Other | 0.080 | 0.080 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.010 | 16.308 |
Price to Book | 2.537 | 2.618 |
Price to Sales | 1.592 | 1.783 |
Price to Cash Flow | 8.922 | 10.308 |
Dividend Yield | 2.445 | 2.528 |
5 Years Earnings Growth | 11.234 | 10.938 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.720 | 20.013 |
Financial Services | 14.140 | 16.124 |
Healthcare | 14.110 | 13.538 |
Industrials | 10.880 | 10.325 |
Consumer Cyclical | 10.450 | 10.666 |
Consumer Defensive | 8.360 | 8.349 |
Communication Services | 6.910 | 7.735 |
Energy | 4.890 | 5.112 |
Basic Materials | 3.940 | 3.946 |
Utilities | 3.180 | 3.533 |
Real Estate | 2.410 | 1.999 |
Number of long holdings: 5
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Growth Index Admiral | - | 32.82 | - | - | |
Vanguard Value Index Adm | - | 31.19 | - | - | |
Vanguard European Stock Admiral | - | 30.36 | - | - | |
Vanguard Emerging Mkts Stock Idx Adm | - | 3.87 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SMDS Global AI Fund | 471.41B | 14.89 | 7.06 | - | ||
SMDS SMAM DC Tsumitate NISA All Eq | 248.39B | 19.50 | 18.22 | 12.99 | ||
SMDS SMBC Wrap Japan Value Equity | 204.53B | 19.97 | 20.73 | 12.93 | ||
SMDS Toyota Motor/Toyota Group Eq | 179.35B | 26.85 | 19.22 | 11.41 | ||
SMDS SMAM NY Dow Jones Open UnH | 150.73B | 12.85 | 18.71 | - |
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