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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 7.490 | 7.490 | 0.000 |
Stocks | 92.140 | 92.140 | 0.000 |
Preferred | 0.310 | 0.310 | 0.000 |
Other | 0.050 | 0.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 25.141 | 26.482 |
Price to Book | 5.185 | 5.862 |
Price to Sales | 3.086 | 3.764 |
Price to Cash Flow | 14.692 | 17.637 |
Dividend Yield | 0.752 | 0.815 |
5 Years Earnings Growth | 15.910 | 15.007 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.420 | 37.153 |
Consumer Cyclical | 15.770 | 15.231 |
Communication Services | 13.600 | 11.622 |
Healthcare | 13.330 | 14.323 |
Industrials | 12.360 | 6.172 |
Financial Services | 8.690 | 8.044 |
Energy | 2.810 | 1.449 |
Basic Materials | 2.180 | 1.822 |
Consumer Defensive | 2.150 | 3.782 |
Utilities | 0.630 | 0.537 |
Real Estate | 0.060 | 1.571 |
Number of long holdings: 336
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 6.09 | - | - | |
Meta Platforms Inc Class A | - | 5.44 | - | - | |
Broadcom Inc | - | 3.56 | - | - | |
Amazon.com Inc | - | 3.56 | - | - | |
NVIDIA Corp | - | 2.30 | - | - | |
Eli Lilly and Co | - | 2.15 | - | - | |
Netflix Inc | - | 1.88 | - | - | |
Alphabet Inc Class C | - | 1.78 | - | - | |
GE Aerospace | - | 1.70 | - | - | |
Mastercard Inc Class A | - | 1.64 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 134.43B | 12.54 | 7.60 | 13.07 | ||
American Funds American Balanced A | 101.66B | 6.16 | 5.88 | 8.04 | ||
American Funds Invmt Co of Amer A | 84.3B | 10.43 | 11.90 | 11.47 | ||
American Funds Washington Mutual A | 81.21B | 9.14 | 11.51 | 11.37 | ||
VA CollegeAmerica 529 AMCAP 529A | 81.1B | 10.72 | 6.80 | 10.80 |
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