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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.900 | 2.900 | 0.000 |
Stocks | 93.750 | 93.750 | 0.000 |
Preferred | 0.030 | 0.030 | 0.000 |
Other | 3.310 | 3.310 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.260 | 19.750 |
Price to Book | 3.616 | 3.715 |
Price to Sales | 2.465 | 2.373 |
Price to Cash Flow | 14.402 | 13.660 |
Dividend Yield | 2.054 | 1.602 |
5 Years Earnings Growth | 11.866 | 11.635 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.260 | 26.530 |
Healthcare | 16.870 | 13.704 |
Financial Services | 16.350 | 14.255 |
Industrials | 11.660 | 10.162 |
Consumer Defensive | 7.040 | 6.510 |
Consumer Cyclical | 6.910 | 10.257 |
Communication Services | 5.490 | 8.185 |
Energy | 4.970 | 4.437 |
Utilities | 3.440 | 2.407 |
Basic Materials | 2.480 | 2.743 |
Real Estate | 1.530 | 2.367 |
Number of long holdings: 189
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom Inc | - | 6.67 | - | - | |
Microsoft Corp | - | 6.62 | - | - | |
UnitedHealth Group Inc | - | 2.84 | - | - | |
Eli Lilly and Co | - | 2.78 | - | - | |
Marsh & McLennan Companies Inc | - | 2.35 | - | - | |
Comcast Corp Class A | - | 2.25 | - | - | |
The Home Depot Inc | - | 1.91 | - | - | |
Philip Morris International Inc | - | 1.57 | - | - | |
AbbVie Inc | - | 1.56 | - | - | |
JPMorgan Chase & Co | - | 1.56 | - | - |
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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