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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.89 | 1.89 | 0.00 |
Stocks | 98.11 | 98.11 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.61 | 14.96 |
Price to Book | 2.23 | 2.38 |
Price to Sales | 1.96 | 1.59 |
Price to Cash Flow | 11.83 | 9.92 |
Dividend Yield | 2.57 | 2.65 |
5 Years Earnings Growth | 8.29 | 9.74 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 25.67 | 15.42 |
Financial Services | 22.61 | 20.46 |
Consumer Defensive | 15.01 | 8.49 |
Industrials | 9.72 | 11.90 |
Technology | 7.74 | 12.48 |
Utilities | 6.84 | 5.04 |
Energy | 5.27 | 8.25 |
Communication Services | 4.01 | 5.53 |
Real Estate | 1.58 | 3.67 |
Consumer Cyclical | 1.55 | 6.53 |
Number of long holdings: 46
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
J&J | US4781601046 | 5.63 | 147.93 | +1.50% | |
Medtronic | IE00BTN1Y115 | 4.37 | 79.50 | +0.39% | |
Unilever ADR | US9047677045 | 4.22 | 47.31 | +0.98% | |
Cisco | US17275R1023 | 3.96 | 48.32 | +0.44% | |
Verizon | US92343V1044 | 3.93 | 40.50 | +0.92% | |
Berkshire Hathaway B | US0846707026 | 3.82 | 405.24 | +1.34% | |
JPMorgan | US46625H1005 | 3.72 | 185.84 | +2.53% | |
Cerner Corp | US1567821046 | 3.42 | - | - | |
Atmos Energy | US0495601058 | 3.17 | 117.24 | +2.33% | |
Zimmer Biomet | US98956P1021 | 3.13 | 119.42 | +0.08% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Century Ultra Inv | 18.48B | 10.90 | 9.74 | 15.78 | ||
American Century Growth Inv | 9.49B | 11.88 | 11.32 | 14.64 | ||
American Century Select Inv | 4.4B | 9.63 | 10.65 | 14.61 | ||
American Century Heritage Inv | 3.84B | 12.48 | 2.50 | 10.36 | ||
American Century Mid Cap Value R6 | 3.22B | 4.85 | 6.74 | 9.17 |
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