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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.82 | 1.82 | 0.00 |
Stocks | 98.18 | 98.18 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.18 | 19.73 |
Price to Book | 4.35 | 3.71 |
Price to Sales | 2.54 | 2.37 |
Price to Cash Flow | 15.07 | 13.65 |
Dividend Yield | 1.62 | 1.60 |
5 Years Earnings Growth | 10.58 | 11.64 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.88 | 26.55 |
Financial Services | 13.53 | 14.25 |
Healthcare | 13.05 | 13.72 |
Consumer Cyclical | 11.34 | 10.26 |
Communication Services | 8.32 | 8.18 |
Industrials | 8.26 | 10.16 |
Consumer Defensive | 6.02 | 6.51 |
Energy | 3.82 | 4.41 |
Real Estate | 2.44 | 2.38 |
Basic Materials | 1.97 | 2.74 |
Utilities | 1.36 | 2.40 |
Number of long holdings: 106
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.58 | 423.08 | +1.75% | |
Apple | US0378331005 | 5.13 | 189.72 | +1.22% | |
Alphabet A | US02079K3059 | 4.33 | 172.51 | +1.27% | |
NVIDIA | US67066G1040 | 3.07 | 946.30 | +3.58% | |
Amazon.com | US0231351067 | 3.05 | 185.99 | -0.58% | |
UnitedHealth | US91324P1021 | 1.87 | 517.50 | +0.70% | |
Meta Platforms | US30303M1027 | 1.80 | 481.54 | +2.05% | |
Prologis | US74340W1036 | 1.79 | 110.00 | +1.59% | |
Visa A | US92826C8394 | 1.78 | 281.53 | +1.36% | |
Home Depot | US4370761029 | 1.68 | 348.70 | +2.41% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Century Ultra Inv | 19.33B | 6.80 | 5.69 | 15.51 | ||
American Century Growth Inv | 9.8B | 6.92 | 7.18 | 14.19 | ||
American Century Select Inv | 4.57B | 4.60 | 6.26 | 14.13 | ||
American Century Heritage Inv | 3.92B | 6.67 | -0.93 | 10.23 | ||
American Century Mid Cap Value R6 | 3.33B | 1.17 | 4.11 | 8.77 |
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