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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.28 | 7.48 | 2.20 |
Stocks | 48.73 | 48.73 | 0.00 |
Bonds | 45.44 | 45.44 | 0.00 |
Convertible | 0.08 | 0.08 | 0.00 |
Preferred | 0.07 | 0.07 | 0.00 |
Other | 0.40 | 0.40 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.38 | 16.91 |
Price to Book | 2.92 | 2.58 |
Price to Sales | 2.12 | 1.84 |
Price to Cash Flow | 11.99 | 10.94 |
Dividend Yield | 2.78 | 2.49 |
5 Years Earnings Growth | 9.94 | 10.70 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.32 | 19.52 |
Financial Services | 15.75 | 15.25 |
Healthcare | 13.71 | 12.35 |
Industrials | 11.35 | 11.02 |
Consumer Defensive | 9.37 | 7.26 |
Energy | 6.93 | 5.77 |
Consumer Cyclical | 6.33 | 8.86 |
Utilities | 5.77 | 3.81 |
Communication Services | 4.71 | 6.31 |
Basic Materials | 3.48 | 4.02 |
Real Estate | 3.28 | 6.76 |
Number of long holdings: 9
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds Income Fund of Amer R6 | - | 15.06 | - | - | |
American Funds Capital Income Bldr R6 | - | 15.06 | - | - | |
American Funds Multi-Sector Income R-6 | - | 14.90 | - | - | |
American Funds Bond Fund of Amer R6 | - | 14.86 | - | - | |
American Funds American Mutual R6 | - | 10.09 | - | - | |
American Funds Washington Mutual R6 | - | 10.03 | - | - | |
American Funds American High-Inc R6 | - | 9.95 | - | - | |
American Funds Capital World Gr&Inc R6 | - | 7.06 | - | - | |
American Funds Emerging Markets Bd R6 | - | 3.00 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 153.75B | 22.40 | 4.47 | 13.21 | ||
American Funds American Balanced A | 110.83B | 13.30 | 5.24 | 8.16 | ||
American Funds Invmt Co of Amer A | 94.46B | 21.32 | 10.63 | 11.49 | ||
American Funds Washington Mutual A | 89.58B | 17.54 | 9.75 | 11.40 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 17.00 | 2.94 | 10.60 |
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