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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.55 | 5.55 | 0.00 |
Stocks | 94.43 | 94.43 | 0.00 |
Preferred | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.10 | 15.47 |
Price to Book | 3.62 | 2.50 |
Price to Sales | 2.98 | 1.72 |
Price to Cash Flow | 15.01 | 10.66 |
Dividend Yield | 2.23 | 2.49 |
5 Years Earnings Growth | 11.08 | 9.36 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.54 | 12.68 |
Healthcare | 16.45 | 15.35 |
Industrials | 14.72 | 11.80 |
Financial Services | 14.67 | 20.66 |
Consumer Defensive | 6.89 | 8.49 |
Utilities | 6.57 | 5.42 |
Consumer Cyclical | 5.03 | 6.74 |
Energy | 4.46 | 7.70 |
Communication Services | 3.08 | 5.49 |
Real Estate | 2.82 | 3.61 |
Basic Materials | 2.76 | 3.66 |
Number of long holdings: 176
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.82 | 439.33 | +0.94% | |
Apple | US0378331005 | 4.10 | 258.20 | +1.15% | |
AbbVie | US00287Y1091 | 3.63 | 180.00 | +0.90% | |
Rtx Corp | US75513E1010 | 3.49 | 116.83 | +0.17% | |
GE Aerospace | US3696043013 | 2.78 | 171.49 | +1.46% | |
UnitedHealth | US91324P1021 | 2.38 | 506.10 | -0.05% | |
Broadcom | US11135F1012 | 2.09 | 239.68 | +3.15% | |
JPMorgan | US46625H1005 | 1.91 | 242.31 | +1.64% | |
Meta Platforms | US30303M1027 | 1.71 | 607.75 | +1.32% | |
Accenture | IE00B4BNMY34 | 1.62 | 361.63 | +0.80% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 152.69B | 30.62 | 7.78 | 13.76 | ||
American Funds American Balanced A | 109.72B | 16.59 | 6.58 | 8.25 | ||
American Funds Invmt Co of Amer A | 93.68B | 26.66 | 13.02 | 11.75 | ||
American Funds Washington Mutual A | 87.3B | 22.14 | 11.82 | 11.62 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 23.14 | 5.81 | 10.97 |
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