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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.48 | 6.48 | 0.00 |
Stocks | 93.51 | 93.51 | 0.00 |
Other | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.58 | 19.75 |
Price to Book | 3.82 | 3.71 |
Price to Sales | 2.29 | 2.37 |
Price to Cash Flow | 14.17 | 13.66 |
Dividend Yield | 1.55 | 1.60 |
5 Years Earnings Growth | 13.50 | 11.64 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.78 | 26.53 |
Industrials | 13.18 | 10.16 |
Healthcare | 13.13 | 13.70 |
Financial Services | 10.91 | 14.26 |
Consumer Cyclical | 8.64 | 10.26 |
Consumer Defensive | 7.71 | 6.51 |
Communication Services | 7.66 | 8.18 |
Energy | 3.98 | 4.44 |
Basic Materials | 3.26 | 2.74 |
Utilities | 2.47 | 2.41 |
Real Estate | 1.28 | 2.37 |
Number of long holdings: 247
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom Inc | - | 6.28 | - | - | |
Microsoft Corp | - | 6.15 | - | - | |
Meta Platforms Inc Class A | - | 2.66 | - | - | |
Alphabet Inc Class C | - | 2.31 | - | - | |
TransDigm Group Inc | - | 2.23 | - | - | |
Philip Morris International Inc | - | 2.21 | - | - | |
Amazon.com Inc | - | 1.95 | - | - | |
UnitedHealth Group Inc | - | 1.74 | - | - | |
Novo Nordisk B | DK0062498333 | 1.70 | 903.3 | -1.05% | |
Eli Lilly and Co | - | 1.44 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 138.55B | 7.63 | 4.15 | 12.69 | ||
American Funds American Balanced A | 104.38B | 2.71 | 3.71 | 7.63 | ||
American Funds Invmt Co of Amer A | 87.13B | 6.71 | 9.18 | 10.97 | ||
VA CollegeAmerica 529 AMCAP 529A | 81.1B | 5.25 | 3.31 | 10.28 | ||
American Funds Washington Mutual A | 84.33B | 4.97 | 8.68 | 10.82 |
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