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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 7.94 | 7.94 | 0.00 |
Stocks | 92.03 | 92.03 | 0.00 |
Preferred | 0.03 | 0.03 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.97 | 15.16 |
Price to Book | 3.43 | 2.40 |
Price to Sales | 2.73 | 1.61 |
Price to Cash Flow | 14.36 | 10.05 |
Dividend Yield | 2.40 | 2.63 |
5 Years Earnings Growth | 9.70 | 9.70 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 18.09 | 15.36 |
Technology | 18.06 | 12.51 |
Industrials | 16.96 | 11.91 |
Financial Services | 15.16 | 20.48 |
Consumer Defensive | 8.04 | 8.47 |
Utilities | 5.80 | 5.04 |
Energy | 5.76 | 8.33 |
Consumer Cyclical | 3.82 | 6.47 |
Real Estate | 3.09 | 3.62 |
Basic Materials | 2.95 | 3.91 |
Communication Services | 2.27 | 5.51 |
Number of long holdings: 179
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 6.11 | - | - | |
AbbVie Inc | - | 3.41 | - | - | |
GE Aerospace | - | 2.90 | - | - | |
RTX Corp | - | 2.88 | - | - | |
Apple Inc | - | 2.61 | - | - | |
Abbott Laboratories | - | 2.59 | - | - | |
JPMorgan Chase & Co | - | 1.92 | - | - | |
Union Pacific Corp | - | 1.83 | - | - | |
Linde PLC | IE000S9YS762 | 1.78 | 414.000 | +0.19% | |
UnitedHealth Group Inc | - | 1.60 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 134.25B | 12.54 | 7.60 | 13.07 | ||
American Funds American Balanced A | 101.73B | 6.16 | 5.88 | 8.04 | ||
American Funds Invmt Co of Amer A | 84.38B | 10.43 | 11.90 | 11.47 | ||
American Funds Washington Mutual A | 81.85B | 9.14 | 11.51 | 11.37 | ||
VA CollegeAmerica 529 AMCAP 529A | 81.1B | 10.72 | 6.80 | 10.80 |
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