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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.410 | 3.440 | 0.030 |
Stocks | 96.450 | 96.450 | 0.000 |
Preferred | 0.140 | 0.140 | 0.000 |
Other | 0.010 | 0.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 27.151 | 26.179 |
Price to Book | 5.311 | 5.813 |
Price to Sales | 3.632 | 3.731 |
Price to Cash Flow | 17.217 | 17.351 |
Dividend Yield | 0.666 | 0.823 |
5 Years Earnings Growth | 14.482 | 14.899 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.670 | 37.094 |
Healthcare | 15.480 | 14.299 |
Consumer Cyclical | 15.400 | 15.157 |
Industrials | 15.210 | 6.209 |
Communication Services | 9.730 | 11.735 |
Financial Services | 8.130 | 8.038 |
Consumer Defensive | 4.020 | 3.745 |
Basic Materials | 1.930 | 1.835 |
Energy | 0.830 | 1.607 |
Real Estate | 0.600 | 1.570 |
Number of long holdings: 209
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 6.71 | - | - | |
Broadcom Inc | - | 4.10 | - | - | |
Amazon.com Inc | - | 3.31 | - | - | |
Meta Platforms Inc Class A | - | 3.02 | - | - | |
TransDigm Group Inc | - | 2.79 | - | - | |
Alphabet Inc Class A | - | 2.31 | - | - | |
Mastercard Inc Class A | - | 2.09 | - | - | |
Salesforce Inc | - | 1.91 | - | - | |
Eli Lilly and Co | - | 1.90 | - | - | |
Abbott Laboratories | - | 1.69 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 141B | 12.00 | 5.78 | 12.75 | ||
American Funds American Balanced A | 105.95B | 5.79 | 4.12 | 7.77 | ||
American Funds Invmt Co of Amer A | 87.89B | 10.75 | 10.07 | 11.06 | ||
American Funds Washington Mutual A | 84.35B | 8.34 | 8.88 | 10.97 | ||
American Funds Income Fund of Amer | 74.77B | 4.06 | 3.36 | 6.30 |
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