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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.630 | 4.630 | 0.000 |
Stocks | 95.300 | 95.300 | 0.000 |
Other | 0.070 | 0.070 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.737 | 17.598 |
Price to Book | 3.495 | 2.216 |
Price to Sales | 2.378 | 2.252 |
Price to Cash Flow | 14.073 | 9.877 |
Dividend Yield | 1.459 | 2.639 |
5 Years Earnings Growth | 12.652 | 10.642 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.780 | 18.754 |
Healthcare | 15.820 | 12.354 |
Industrials | 14.710 | 13.047 |
Consumer Cyclical | 11.450 | 9.897 |
Financial Services | 10.710 | 13.517 |
Communication Services | 10.160 | 5.988 |
Consumer Defensive | 5.440 | 6.721 |
Basic Materials | 4.630 | 6.730 |
Energy | 3.160 | 4.625 |
Utilities | 0.640 | 2.717 |
Real Estate | 0.510 | 18.460 |
Number of long holdings: 277
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 3.85 | - | - | |
Meta Platforms Inc Class A | - | 3.32 | - | - | |
Novo Nordisk B | DK0062498333 | 2.94 | 927.3 | +1.13% | |
Taiwan Semicon | TW0002330008 | 2.54 | 838.00 | -2.22% | |
Broadcom Inc | - | 2.39 | - | - | |
Eli Lilly and Co | - | 1.56 | - | - | |
AstraZeneca | GB0009895292 | 1.52 | 12,190.0 | +1.35% | |
NVIDIA Corp | - | 1.45 | - | - | |
Tesla | US88160R1014 | 1.37 | 174.76 | -2.25% | |
Netflix Inc | - | 1.15 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 131.95B | 7.63 | 4.15 | 12.69 | ||
American Funds American Balanced A | 102.68B | 2.71 | 3.71 | 7.63 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 5.25 | 3.31 | 10.28 | ||
American Funds Invmt Co of Amer A | 85.25B | 6.71 | 9.18 | 10.97 | ||
American Funds Washington Mutual A | 82.27B | 4.97 | 8.68 | 10.82 |
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