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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 7.68 | 15.73 | 8.05 |
Stocks | 21.84 | 21.84 | 0.00 |
Bonds | 70.16 | 70.16 | 0.00 |
Convertible | 0.02 | 0.02 | 0.00 |
Preferred | 0.03 | 0.03 | 0.00 |
Other | 0.27 | 0.27 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.76 | 16.56 |
Price to Book | 3.13 | 2.48 |
Price to Sales | 2.28 | 1.74 |
Price to Cash Flow | 12.67 | 10.41 |
Dividend Yield | 2.56 | 2.60 |
5 Years Earnings Growth | 10.13 | 10.48 |
Name | Net % | Category Average |
---|---|---|
Technology | 17.74 | 18.57 |
Healthcare | 16.32 | 12.47 |
Financial Services | 14.49 | 15.10 |
Industrials | 13.38 | 11.08 |
Consumer Defensive | 9.13 | 7.42 |
Energy | 6.65 | 6.38 |
Consumer Cyclical | 5.86 | 8.94 |
Utilities | 4.92 | 3.91 |
Communication Services | 4.77 | 6.18 |
Basic Materials | 3.65 | 4.25 |
Real Estate | 3.09 | 6.93 |
Number of long holdings: 14
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds Interm Bd Fd of Amer R6 | - | 16.71 | - | - | |
American Funds Mortgage R6 | - | 14.39 | - | - | |
American Funds ST Bd Fd of Amer R6 | - | 12.95 | - | - | |
American Funds American Mutual R6 | - | 9.92 | - | - | |
American Funds Bond Fund of Amer R6 | - | 9.90 | - | - | |
American Funds Strategic Bond R-6 | - | 9.47 | - | - | |
American Funds American Balanced R6 | - | 6.79 | - | - | |
American Funds Income Fund of Amer R6 | - | 4.51 | - | - | |
American Funds American High-Inc R6 | - | 4.49 | - | - | |
American Funds Multi-Sector Income R-6 | - | 4.46 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 134.25B | 12.54 | 7.60 | 13.07 | ||
American Funds American Balanced A | 101.73B | 6.16 | 5.88 | 8.04 | ||
American Funds Invmt Co of Amer A | 84.38B | 10.43 | 11.90 | 11.47 | ||
American Funds Washington Mutual A | 81.85B | 9.14 | 11.51 | 11.37 | ||
VA CollegeAmerica 529 AMCAP 529A | 81.1B | 10.72 | 6.80 | 10.80 |
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