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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.500 | 5.500 | 0.000 |
Stocks | 94.500 | 94.500 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.488 | 16.570 |
Price to Book | 4.724 | 2.631 |
Price to Sales | 2.930 | 1.773 |
Price to Cash Flow | 16.194 | 10.134 |
Dividend Yield | 1.649 | 2.395 |
5 Years Earnings Growth | 11.598 | 10.790 |
Name | Net % | Category Average |
---|---|---|
Consumer Cyclical | 21.840 | 11.887 |
Technology | 21.430 | 18.745 |
Financial Services | 20.020 | 16.236 |
Consumer Defensive | 14.500 | 10.181 |
Healthcare | 8.490 | 12.631 |
Utilities | 5.270 | 2.211 |
Communication Services | 4.890 | 7.413 |
Industrials | 3.560 | 11.527 |
Number of long holdings: 33
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.87 | 423.08 | +1.75% | |
Visa A | US92826C8394 | 4.51 | 281.53 | +1.36% | |
ASML Holding | NL0010273215 | 4.25 | 851.00 | +1.23% | |
Intuit | US4612021034 | 4.14 | 655.13 | +3.10% | |
SAP | DE0007164600 | 3.94 | 176.100 | +0.81% | |
ICE | US45866F1049 | 3.90 | 137.82 | +2.55% | |
Mastercard | US57636Q1040 | 3.89 | 458.04 | +0.85% | |
Yum! Brands | US9884981013 | 3.82 | 138.34 | +0.62% | |
Nestle | CH0038863350 | 3.59 | 95.54 | +0.95% | |
Louis Vuitton | FR0000121014 | 3.57 | 789.00 | -0.37% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
OnePath Life Annuity Pension Balanc | 995.36M | -4.54 | 4.70 | 6.76 | ||
OA Frontier AP Vanguard Balanced In | 768.45M | 2.08 | 2.55 | 5.75 | ||
OA Frontier PS Vanguard Growth Inde | 586.34M | 3.07 | 4.19 | 6.69 | ||
OA Frontier PS Vanguard Balanced In | 579.85M | 1.85 | 2.14 | 5.19 | ||
OA Frontier PS Vanguard High Growth | 335.42M | 4.60 | 6.26 | 8.16 |
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