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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.95 | 1.95 | 0.00 |
Stocks | 81.65 | 81.65 | 0.00 |
Bonds | 0.40 | 0.40 | 0.00 |
Convertible | 5.47 | 5.47 | 0.00 |
Preferred | 10.53 | 10.53 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.67 | 15.47 |
Price to Book | 2.80 | 2.50 |
Price to Sales | 2.09 | 1.72 |
Price to Cash Flow | 12.19 | 10.66 |
Dividend Yield | 3.08 | 2.49 |
5 Years Earnings Growth | 7.07 | 9.36 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 21.93 | 15.35 |
Consumer Defensive | 17.03 | 8.49 |
Financial Services | 15.81 | 20.66 |
Industrials | 10.24 | 11.80 |
Utilities | 9.03 | 5.42 |
Energy | 8.38 | 7.70 |
Technology | 6.16 | 12.68 |
Basic Materials | 3.78 | 3.66 |
Communication Services | 3.09 | 5.49 |
Consumer Cyclical | 2.59 | 6.74 |
Real Estate | 1.97 | 3.61 |
Number of long holdings: 108
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
J&J | US4781601046 | 5.31 | 145.85 | +0.40% | |
Medtronic | IE00BTN1Y115 | 3.91 | 81.54 | +0.17% | |
Enterprise Products Partners LP | US2937921078 | 2.66 | 31.49 | +1.55% | |
Norfolk Southern | US6558441084 | 2.52 | 237.92 | +0.91% | |
Becton Dickinson | US0758871091 | 2.37 | 226.95 | +0.23% | |
UnitedHealth | US91324P1021 | 2.24 | 506.10 | -0.05% | |
Exxon Mobil | US30231G1022 | 2.23 | 106.40 | +0.09% | |
JPMorgan | US46625H1005 | 1.92 | 242.31 | +1.64% | |
Verizon | US92343V1044 | 1.92 | 39.80 | -0.35% | |
Kenvue | US49177J1025 | 1.77 | 21.56 | -0.14% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Century Ultra Inv | 22.41B | 29.36 | 8.21 | 16.26 | ||
American Century Growth Inv | 10.87B | 25.57 | 7.85 | 14.85 | ||
American Century Select Inv | 5.2B | 25.92 | 8.61 | 14.88 | ||
American Century Heritage Inv | 4.3B | 32.27 | 4.63 | 11.57 | ||
American Century Mid Cap Value R6 | 3.06B | 16.23 | 9.42 | 9.19 |
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