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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 7.11 | 9.52 | 2.41 |
Stocks | 64.45 | 64.45 | 0.00 |
Bonds | 27.22 | 27.22 | 0.00 |
Convertible | 0.03 | 0.03 | 0.00 |
Preferred | 0.08 | 0.08 | 0.00 |
Other | 1.11 | 1.11 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.24 | 18.21 |
Price to Book | 3.14 | 3.08 |
Price to Sales | 2.12 | 2.07 |
Price to Cash Flow | 12.62 | 11.96 |
Dividend Yield | 2.23 | 2.00 |
5 Years Earnings Growth | 11.39 | 11.29 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.72 | 22.93 |
Healthcare | 15.11 | 13.35 |
Financial Services | 13.01 | 14.97 |
Industrials | 12.83 | 10.85 |
Consumer Cyclical | 8.25 | 10.09 |
Consumer Defensive | 8.20 | 6.31 |
Communication Services | 6.60 | 7.20 |
Energy | 5.62 | 5.46 |
Basic Materials | 4.85 | 3.52 |
Utilities | 2.95 | 3.04 |
Real Estate | 1.86 | 3.56 |
Number of long holdings: 11
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds American Balanced R6 | - | 24.64 | - | - | |
American Funds Washington Mutual R6 | - | 14.88 | - | - | |
American Funds Global Balanced R6 | - | 14.58 | - | - | |
American Funds Capital World Gr&Inc R6 | - | 9.94 | - | - | |
American Funds Income Fund of Amer R6 | - | 9.67 | - | - | |
American Funds New Perspective R6 | - | 5.09 | - | - | |
American Funds SMALLCAP World R6 | - | 4.91 | - | - | |
American Funds Multi-Sector Income R-6 | - | 4.76 | - | - | |
American Funds Strategic Bond R-6 | - | 4.71 | - | - | |
American Funds Bond Fund of Amer R6 | - | 4.68 | - | - |
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 | 104.4B | 2.71 | 3.71 | 7.63 | ||
American Funds Invmt Co of Amer A | 87.06B | 6.71 | 9.18 | 10.97 | ||
VA CollegeAmerica 529 AMCAP 529A | 81.1B | 5.25 | 3.31 | 10.28 | ||
American Funds Washington Mutual A | 84.22B | 4.97 | 8.68 | 10.82 |
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