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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.03 | 5.08 | 1.05 |
Stocks | 64.46 | 64.46 | 0.00 |
Bonds | 28.48 | 28.48 | 0.00 |
Convertible | 0.03 | 0.03 | 0.00 |
Preferred | 0.27 | 0.27 | 0.00 |
Other | 2.73 | 2.73 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.32 | 18.79 |
Price to Book | 3.88 | 3.25 |
Price to Sales | 2.56 | 2.25 |
Price to Cash Flow | 11.34 | 12.63 |
Dividend Yield | 1.81 | 1.95 |
5 Years Earnings Growth | 10.75 | 10.88 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.23 | 24.17 |
Financial Services | 13.57 | 15.56 |
Healthcare | 10.91 | 12.68 |
Communication Services | 10.58 | 7.57 |
Industrials | 10.14 | 10.21 |
Consumer Defensive | 7.85 | 5.99 |
Consumer Cyclical | 7.69 | 10.21 |
Energy | 4.61 | 4.88 |
Utilities | 2.93 | 3.21 |
Basic Materials | 2.77 | 3.19 |
Real Estate | 1.73 | 4.30 |
Number of long holdings: 3,731
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 6.01 | 194.96 | +8.64% | |
Microsoft | US5949181045 | 3.30 | 393.31 | -0.90% | |
Cap Grp Cent Fd Ser Ii | - | 2.73 | - | - | |
Taiwan Semiconductor | US8740391003 | 2.07 | 177.10 | +0.71% | |
Meta Platforms | US30303M1027 | 1.92 | 625.66 | -0.36% | |
Philip Morris | US7181721090 | 1.83 | 150.95 | -1.69% | |
Alphabet C | US02079K1079 | 1.79 | 175.75 | +0.88% | |
Amazon.com | US0231351067 | 1.78 | 199.25 | -0.72% | |
UnitedHealth | US91324P1021 | 1.49 | 493.48 | +1.18% | |
Apple | US0378331005 | 1.32 | 239.07 | +1.59% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 145.31B | 5.17 | 12.56 | 14.38 | ||
American Funds Invmt Co of Amer A | 91.86B | 4.65 | 14.26 | 12.56 | ||
American Funds Washington Mutual A | 87.45B | 4.08 | 11.93 | 11.59 | ||
American Funds Income Fund of Amer | 78.21B | 5.45 | 6.51 | 7.01 | ||
American Funds Fundamental Invs A | 73.28B | 1.88 | 12.52 | 11.83 |
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