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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 100.16 | 100.16 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.22 | 15.55 |
Price to Book | 2.54 | 2.43 |
Price to Sales | 2.02 | 1.65 |
Price to Cash Flow | 11.91 | 10.25 |
Dividend Yield | 2.21 | 2.60 |
5 Years Earnings Growth | 9.21 | 9.61 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 23.80 | 20.41 |
Healthcare | 19.39 | 15.36 |
Industrials | 12.69 | 11.72 |
Technology | 9.60 | 12.74 |
Consumer Defensive | 9.07 | 8.59 |
Energy | 7.79 | 8.35 |
Communication Services | 4.60 | 5.44 |
Consumer Cyclical | 4.36 | 6.44 |
Utilities | 3.75 | 5.20 |
Basic Materials | 3.06 | 3.78 |
Real Estate | 1.92 | 3.73 |
Number of long holdings: 161
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Berkshire Hathaway B | US0846707026 | 5.33 | 461.97 | +1.99% | |
JPMorgan | US46625H1005 | 3.94 | 211.22 | +3.55% | |
Exxon Mobil | US30231G1022 | 3.24 | 124.83 | +1.84% | |
UnitedHealth | US91324P1021 | 3.10 | 591.20 | -0.26% | |
J&J | US4781601046 | 2.45 | 160.29 | -0.13% | |
Walmart | US9311421039 | 2.05 | 80.94 | +0.63% | |
P&G | US7427181091 | 1.93 | 168.88 | -0.73% | |
Bank of America | US0605051046 | 1.69 | 40.11 | +2.19% | |
Chevron | US1667641005 | 1.56 | 150.74 | -0.34% | |
Thermo Fisher Scientific | US8835561023 | 1.44 | 598.61 | -0.38% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
VY T. Rowe Price Capital Apprec S | 1.98B | 10.63 | 6.05 | 10.54 | ||
Voya US Stock Index Port I | 3.91B | 19.27 | 9.06 | 12.67 | ||
Voya Growth and Income Port I | 2.27B | 16.19 | 9.65 | 11.93 | ||
VY T. Rowe Price Capital Apprec A | 2.03B | 10.38 | 5.67 | 10.15 | ||
VY T. Rowe Price Capital Apprec I | 1.89B | 10.78 | 6.31 | 10.82 |
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