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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.87 | 7.01 | 0.14 |
Stocks | 92.55 | 92.55 | 0.00 |
Bonds | 0.19 | 0.19 | 0.00 |
Convertible | 0.06 | 0.06 | 0.00 |
Preferred | 0.24 | 0.24 | 0.00 |
Other | 0.08 | 0.08 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.59 | 24.18 |
Price to Book | 3.43 | 4.42 |
Price to Sales | 2.23 | 3.31 |
Price to Cash Flow | 12.98 | 16.35 |
Dividend Yield | 1.52 | 1.11 |
5 Years Earnings Growth | 13.50 | 13.36 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.25 | 28.62 |
Healthcare | 15.51 | 15.80 |
Industrials | 13.75 | 11.55 |
Consumer Cyclical | 12.77 | 12.57 |
Financial Services | 10.70 | 12.04 |
Communication Services | 7.22 | 9.30 |
Basic Materials | 5.13 | 3.47 |
Consumer Defensive | 4.98 | 4.70 |
Energy | 3.92 | 3.83 |
Utilities | 1.15 | 1.10 |
Real Estate | 0.61 | 1.79 |
Number of long holdings: 8
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds Capital World Gr&Inc R6 | - | 19.59 | - | - | |
American Funds New Perspective R6 | - | 19.57 | - | - | |
American Funds Growth Fund of Amer R6 | - | 14.74 | - | - | |
American Funds New Economy R6 | - | 14.74 | - | - | |
American Funds SMALLCAP World R6 | - | 14.37 | - | - | |
American Funds Europacific Growth R6 | - | 9.57 | - | - | |
American Funds New World R6 | - | 4.65 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 139.13B | 7.63 | 4.15 | 12.69 | ||
American Funds American Balanced A | 104.4B | 2.71 | 3.71 | 7.63 | ||
American Funds Invmt Co of Amer A | 87.28B | 6.71 | 9.18 | 10.97 | ||
VA CollegeAmerica 529 AMCAP 529A | 81.1B | 5.25 | 3.31 | 10.28 | ||
American Funds Washington Mutual A | 84.31B | 4.97 | 8.68 | 10.82 |
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