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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.730 | 5.730 | 0.000 |
Stocks | 94.130 | 94.130 | 0.000 |
Preferred | 0.140 | 0.140 | 0.000 |
Other | 0.010 | 0.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 27.096 | 26.471 |
Price to Book | 5.337 | 5.848 |
Price to Sales | 3.661 | 3.763 |
Price to Cash Flow | 17.242 | 17.607 |
Dividend Yield | 0.661 | 0.816 |
5 Years Earnings Growth | 14.482 | 15.026 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.780 | 37.157 |
Healthcare | 15.650 | 14.323 |
Industrials | 15.280 | 6.169 |
Consumer Cyclical | 15.260 | 15.238 |
Communication Services | 9.570 | 11.608 |
Financial Services | 8.190 | 8.051 |
Consumer Defensive | 4.070 | 3.785 |
Basic Materials | 1.920 | 1.822 |
Energy | 0.690 | 1.449 |
Real Estate | 0.600 | 1.567 |
Number of long holdings: 210
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 6.60 | - | - | |
Broadcom Inc | - | 4.02 | - | - | |
Amazon.com Inc | - | 3.25 | - | - | |
Meta Platforms Inc Class A | - | 3.05 | - | - | |
TransDigm Group Inc | - | 2.67 | - | - | |
Alphabet Inc Class A | - | 2.12 | - | - | |
Mastercard Inc Class A | - | 2.06 | - | - | |
Salesforce Inc | - | 1.96 | - | - | |
Eli Lilly and Co | - | 1.84 | - | - | |
Abbott Laboratories | - | 1.77 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 136.81B | 7.63 | 4.15 | 12.69 | ||
American Funds American Balanced A | 100.59B | 2.71 | 3.71 | 7.63 | ||
American Funds Invmt Co of Amer A | 85.93B | 6.71 | 9.18 | 10.97 | ||
American Funds Washington Mutual A | 82.88B | 4.97 | 8.68 | 10.82 | ||
American Funds Income Fund of Amer | 75.52B | 1.53 | 3.31 | 6.19 |
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