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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.730 | 5.730 | 0.000 |
Stocks | 94.130 | 94.130 | 0.000 |
Preferred | 0.140 | 0.140 | 0.000 |
Other | 0.010 | 0.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 27.096 | 26.438 |
Price to Book | 5.337 | 5.866 |
Price to Sales | 3.661 | 3.762 |
Price to Cash Flow | 17.242 | 17.621 |
Dividend Yield | 0.661 | 0.815 |
5 Years Earnings Growth | 14.482 | 15.012 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.780 | 37.210 |
Healthcare | 15.650 | 14.345 |
Industrials | 15.280 | 6.167 |
Consumer Cyclical | 15.260 | 15.189 |
Communication Services | 9.570 | 11.614 |
Financial Services | 8.190 | 8.043 |
Consumer Defensive | 4.070 | 3.777 |
Basic Materials | 1.920 | 1.820 |
Energy | 0.690 | 1.456 |
Real Estate | 0.600 | 1.548 |
Number of long holdings: 210
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 6.60 | - | - | |
Broadcom Inc | - | 4.02 | - | - | |
Amazon.com Inc | - | 3.25 | - | - | |
Meta Platforms Inc Class A | - | 3.05 | - | - | |
TransDigm Group Inc | - | 2.67 | - | - | |
Alphabet Inc Class A | - | 2.12 | - | - | |
Mastercard Inc Class A | - | 2.06 | - | - | |
Salesforce Inc | - | 1.96 | - | - | |
Eli Lilly and Co | - | 1.84 | - | - | |
Abbott Laboratories | - | 1.77 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 131.68B | 12.54 | 7.60 | 13.07 | ||
American Funds American Balanced A | 100.38B | 6.16 | 5.88 | 8.04 | ||
American Funds Invmt Co of Amer A | 82.83B | 10.43 | 11.90 | 11.47 | ||
American Funds Washington Mutual A | 80.27B | 9.14 | 11.51 | 11.37 | ||
American Funds Income Fund of Amer | 73.77B | 4.32 | 5.16 | 6.65 |
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