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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.32 | 5.97 | 1.65 |
Stocks | 80.66 | 80.66 | 0.00 |
Bonds | 14.49 | 14.49 | 0.00 |
Convertible | 0.02 | 0.02 | 0.00 |
Preferred | 0.13 | 0.13 | 0.00 |
Other | 0.38 | 0.38 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.80 | 17.16 |
Price to Book | 3.51 | 2.59 |
Price to Sales | 2.45 | 1.86 |
Price to Cash Flow | 13.26 | 10.98 |
Dividend Yield | 1.80 | 2.16 |
5 Years Earnings Growth | 13.47 | 11.65 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.93 | 22.12 |
Healthcare | 14.22 | 12.16 |
Industrials | 13.38 | 11.47 |
Financial Services | 12.00 | 15.33 |
Consumer Cyclical | 9.63 | 10.68 |
Communication Services | 8.33 | 6.79 |
Consumer Defensive | 6.23 | 6.16 |
Energy | 3.88 | 4.22 |
Basic Materials | 3.48 | 4.15 |
Utilities | 2.49 | 2.77 |
Real Estate | 1.43 | 4.14 |
Number of long holdings: 22
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds American Balanced R6 | - | 7.99 | - | - | |
American Funds Fundamental Invs R6 | - | 7.08 | - | - | |
American Funds Growth Fund of Amer R6 | - | 7.07 | - | - | |
American Funds American Mutual R6 | - | 7.03 | - | - | |
American Funds Capital World Gr&Inc R6 | - | 7.01 | - | - | |
American Funds AMCAP R6 | - | 6.98 | - | - | |
American Funds New Perspective R6 | - | 6.97 | - | - | |
American Funds Washington Mutual R6 | - | 6.04 | - | - | |
American Funds SMALLCAP World R6 | - | 6.02 | - | - | |
American Funds US Government Sec R6 | - | 5.01 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds 2035 Trgt Date RetR6 | 34.96B | 15.18 | 5.25 | 8.80 | ||
American Funds 2030 Trgt Date RetR6 | 34.8B | 13.13 | 4.52 | 7.70 | ||
American Funds Bond Fund of Amer F2 | 30.84B | 2.92 | -1.87 | 1.91 | ||
American Funds 2045 Trgt Date RetR6 | 27.84B | 17.88 | 6.30 | 9.62 | ||
American Funds Bond Fund of Amer A | 26.03B | 2.68 | -2.13 | 1.66 |
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