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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 7.25 | 13.21 | 5.96 |
Stocks | 36.58 | 36.58 | 0.00 |
Bonds | 55.69 | 55.69 | 0.00 |
Convertible | 0.04 | 0.04 | 0.00 |
Preferred | 0.04 | 0.04 | 0.00 |
Other | 0.40 | 0.40 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.45 | 16.59 |
Price to Book | 3.03 | 2.49 |
Price to Sales | 2.20 | 1.75 |
Price to Cash Flow | 12.38 | 10.43 |
Dividend Yield | 2.63 | 2.60 |
5 Years Earnings Growth | 10.14 | 10.46 |
Name | Net % | Category Average |
---|---|---|
Technology | 18.13 | 18.58 |
Healthcare | 15.53 | 12.46 |
Financial Services | 14.67 | 15.09 |
Industrials | 12.68 | 11.09 |
Consumer Defensive | 9.19 | 7.42 |
Energy | 6.52 | 6.40 |
Consumer Cyclical | 6.35 | 8.95 |
Communication Services | 5.19 | 6.18 |
Utilities | 4.78 | 3.90 |
Basic Materials | 3.88 | 4.25 |
Real Estate | 3.06 | 6.93 |
Number of long holdings: 16
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds Bond Fund of Amer R6 | - | 13.61 | - | - | |
American Funds Mortgage R6 | - | 10.32 | - | - | |
American Funds Strategic Bond R-6 | - | 9.95 | - | - | |
American Funds American Mutual R6 | - | 9.83 | - | - | |
American Funds Income Fund of Amer R6 | - | 8.50 | - | - | |
American Funds American Balanced R6 | - | 6.85 | - | - | |
American Funds American High-Inc R6 | - | 6.74 | - | - | |
American Funds Multi-Sector Income R-6 | - | 6.73 | - | - | |
American Funds Washington Mutual R6 | - | 6.45 | - | - | |
American Funds Interm Bd Fd of Amer R6 | - | 5.88 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 132.95B | 12.54 | 7.60 | 13.07 | ||
American Funds American Balanced A | 100.87B | 6.16 | 5.88 | 8.04 | ||
American Funds Invmt Co of Amer A | 83.44B | 10.43 | 11.90 | 11.47 | ||
American Funds Washington Mutual A | 80.58B | 9.14 | 11.51 | 11.37 | ||
VA CollegeAmerica 529 AMCAP 529A | 81.1B | 10.72 | 6.80 | 10.80 |
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