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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.37 | 15.87 | 9.50 |
Stocks | 21.92 | 21.92 | 0.00 |
Bonds | 71.33 | 71.33 | 0.00 |
Convertible | 0.02 | 0.02 | 0.00 |
Preferred | 0.04 | 0.04 | 0.00 |
Other | 0.32 | 0.32 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.03 | 16.68 |
Price to Book | 3.23 | 2.50 |
Price to Sales | 2.33 | 1.76 |
Price to Cash Flow | 12.97 | 10.49 |
Dividend Yield | 2.49 | 2.58 |
5 Years Earnings Growth | 10.02 | 10.39 |
Name | Net % | Category Average |
---|---|---|
Technology | 18.99 | 18.68 |
Healthcare | 15.68 | 12.47 |
Financial Services | 14.71 | 15.15 |
Industrials | 13.56 | 11.14 |
Consumer Defensive | 8.74 | 7.34 |
Energy | 6.49 | 6.43 |
Consumer Cyclical | 5.92 | 8.94 |
Communication Services | 4.96 | 6.16 |
Utilities | 4.84 | 3.90 |
Basic Materials | 3.26 | 4.24 |
Real Estate | 2.85 | 6.85 |
Number of long holdings: 13
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds Interm Bd Fd of Amer R6 | - | 16.77 | - | - | |
American Funds Mortgage R6 | - | 14.45 | - | - | |
American Funds ST Bd Fd of Amer R6 | - | 12.95 | - | - | |
American Funds American Mutual R6 | - | 10.19 | - | - | |
American Funds Bond Fund of Amer R6 | - | 9.95 | - | - | |
American Funds Strategic Bond R-6 | - | 9.45 | - | - | |
American Funds American Balanced R6 | - | 6.95 | - | - | |
American Funds Income Fund of Amer R6 | - | 4.64 | - | - | |
American Funds American High-Inc R6 | - | 4.53 | - | - | |
American Funds Multi-Sector Income R-6 | - | 4.51 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 136.74B | 7.63 | 4.15 | 12.69 | ||
American Funds American Balanced A | 103.26B | 2.71 | 3.71 | 7.63 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 5.25 | 3.31 | 10.28 | ||
American Funds Invmt Co of Amer A | 85.81B | 6.71 | 9.18 | 10.97 | ||
American Funds Washington Mutual A | 83.06B | 4.97 | 8.68 | 10.82 |
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