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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.73 | 5.73 | 0.00 |
Stocks | 94.27 | 94.27 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.52 | 14.66 |
Price to Book | 3.14 | 2.35 |
Price to Sales | 2.23 | 1.56 |
Price to Cash Flow | 13.14 | 9.68 |
Dividend Yield | 2.51 | 2.69 |
5 Years Earnings Growth | 8.42 | 9.74 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 19.27 | 15.58 |
Industrials | 16.70 | 11.75 |
Technology | 16.29 | 12.39 |
Financial Services | 15.03 | 20.37 |
Consumer Defensive | 8.41 | 8.50 |
Energy | 5.97 | 8.32 |
Utilities | 5.96 | 5.11 |
Consumer Cyclical | 4.05 | 6.43 |
Real Estate | 3.30 | 3.68 |
Basic Materials | 2.88 | 3.91 |
Communication Services | 2.13 | 5.64 |
Number of long holdings: 175
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.65 | 420.84 | -0.14% | |
AbbVie | US00287Y1091 | 3.18 | 181.14 | +0.44% | |
Rtx Corp | US75513E1010 | 2.77 | 97.57 | +0.12% | |
Apple | US0378331005 | 2.66 | 171.06 | -1.30% | |
Abbott Labs | US0028241000 | 2.55 | 113.81 | +0.30% | |
General Electric | US3696043013 | 2.50 | 176.79 | -1.85% | |
Union Pacific | US9078181081 | 2.20 | 246.23 | +0.65% | |
UnitedHealth | US91324P1021 | 1.95 | 489.83 | -0.66% | |
Linde PLC | IE000S9YS762 | 1.84 | 429.400 | +0.05% | |
JPMorgan | US46625H1005 | 1.77 | 198.81 | -0.36% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 138.83B | 9.15 | 6.82 | 12.49 | ||
American Funds American Balanced A | 104.14B | 3.31 | 5.92 | 7.83 | ||
American Funds Invmt Co of Amer A | 86.28B | 6.71 | 12.25 | 11.15 | ||
American Funds Washington Mutual A | 84.24B | 5.52 | 12.23 | 11.13 | ||
VA CollegeAmerica 529 AMCAP 529A | 81.1B | 7.98 | 6.60 | 10.37 |
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