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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 7.19 | 7.19 | 0.00 |
Stocks | 92.69 | 92.69 | 0.00 |
Bonds | 0.07 | 0.07 | 0.00 |
Preferred | 0.06 | 0.06 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.09 | 19.73 |
Price to Book | 4.08 | 3.71 |
Price to Sales | 2.96 | 2.37 |
Price to Cash Flow | 15.24 | 13.65 |
Dividend Yield | 1.59 | 1.60 |
5 Years Earnings Growth | 12.84 | 11.64 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.98 | 26.55 |
Industrials | 15.10 | 10.16 |
Healthcare | 13.15 | 13.72 |
Financial Services | 11.02 | 14.25 |
Communication Services | 10.48 | 8.18 |
Consumer Cyclical | 10.30 | 10.26 |
Consumer Defensive | 5.66 | 6.51 |
Basic Materials | 3.92 | 2.74 |
Utilities | 2.15 | 2.40 |
Energy | 2.15 | 4.41 |
Real Estate | 1.08 | 2.38 |
Number of long holdings: 209
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 7.80 | - | - | |
Broadcom Inc | - | 5.79 | - | - | |
Meta Platforms Inc Class A | - | 4.20 | - | - | |
GE Aerospace | - | 4.12 | - | - | |
Amazon.com Inc | - | 3.46 | - | - | |
Alphabet Inc Class A | - | 2.12 | - | - | |
RTX Corp | - | 2.06 | - | - | |
Abbott Laboratories | - | 2.02 | - | - | |
Mastercard Inc Class A | - | 2.01 | - | - | |
Alphabet Inc Class C | - | 1.93 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 136.81B | 7.63 | 4.15 | 12.69 | ||
American Funds American Balanced A | 100.59B | 2.71 | 3.71 | 7.63 | ||
VA CollegeAmerica 529 AMCAP 529A | 81.1B | 5.25 | 3.31 | 10.28 | ||
American Funds Washington Mutual A | 82.88B | 4.97 | 8.68 | 10.82 | ||
American Funds Income Fund of Amer | 75.52B | 1.53 | 3.31 | 6.19 |
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