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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.14 | 13.18 | 7.04 |
Stocks | 36.70 | 36.70 | 0.00 |
Bonds | 56.45 | 56.45 | 0.00 |
Convertible | 0.03 | 0.03 | 0.00 |
Preferred | 0.06 | 0.06 | 0.00 |
Other | 0.61 | 0.61 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.71 | 16.68 |
Price to Book | 3.13 | 2.50 |
Price to Sales | 2.24 | 1.76 |
Price to Cash Flow | 12.66 | 10.49 |
Dividend Yield | 2.55 | 2.58 |
5 Years Earnings Growth | 10.03 | 10.42 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.03 | 18.72 |
Healthcare | 15.16 | 12.47 |
Financial Services | 14.88 | 15.16 |
Industrials | 12.84 | 11.13 |
Consumer Defensive | 8.78 | 7.34 |
Consumer Cyclical | 6.60 | 8.94 |
Energy | 6.36 | 6.44 |
Communication Services | 5.42 | 6.18 |
Utilities | 4.73 | 3.88 |
Basic Materials | 3.40 | 4.26 |
Real Estate | 2.82 | 6.78 |
Number of long holdings: 15
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds Bond Fund of Amer R6 | - | 13.68 | - | - | |
American Funds Mortgage R6 | - | 10.37 | - | - | |
American Funds American Mutual R6 | - | 10.10 | - | - | |
American Funds Strategic Bond R-6 | - | 9.94 | - | - | |
American Funds Income Fund of Amer R6 | - | 8.74 | - | - | |
American Funds American Balanced R6 | - | 7.01 | - | - | |
American Funds American High-Inc R6 | - | 6.80 | - | - | |
American Funds Multi-Sector Income R-6 | - | 6.80 | - | - | |
American Funds Washington Mutual R6 | - | 6.64 | - | - | |
American Funds Interm Bd Fd of Amer R6 | - | 5.90 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 139.67B | 12.00 | 5.78 | 12.75 | ||
American Funds American Balanced A | 104.62B | 5.79 | 4.12 | 7.77 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 8.80 | 4.41 | 10.27 | ||
American Funds Invmt Co of Amer A | 87.22B | 10.75 | 10.07 | 11.06 | ||
American Funds Washington Mutual A | 83.9B | 8.34 | 8.88 | 10.97 |
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