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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.35 | 6.44 | 0.09 |
Stocks | 93.30 | 93.30 | 0.00 |
Convertible | 0.03 | 0.03 | 0.00 |
Preferred | 0.27 | 0.27 | 0.00 |
Other | 0.05 | 0.05 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.88 | 17.79 |
Price to Book | 4.02 | 2.75 |
Price to Sales | 2.52 | 1.87 |
Price to Cash Flow | 14.28 | 11.22 |
Dividend Yield | 1.09 | 2.00 |
5 Years Earnings Growth | 14.60 | 11.56 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.63 | 20.70 |
Healthcare | 15.44 | 12.73 |
Consumer Cyclical | 13.83 | 12.08 |
Industrials | 13.70 | 12.65 |
Financial Services | 9.77 | 14.98 |
Communication Services | 8.40 | 6.56 |
Consumer Defensive | 4.56 | 6.28 |
Basic Materials | 3.21 | 3.83 |
Energy | 2.72 | 4.64 |
Utilities | 0.97 | 2.47 |
Real Estate | 0.77 | 4.01 |
Number of long holdings: 7
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds Growth Fund of Amer R6 | - | 24.69 | - | - | |
American Funds AMCAP R6 | - | 19.41 | - | - | |
American Funds Fundamental Invs R6 | - | 19.29 | - | - | |
American Funds SMALLCAP World R6 | - | 14.60 | - | - | |
American Funds New Economy R6 | - | 9.62 | - | - | |
American Funds New Perspective R6 | - | 9.52 | - | - |
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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