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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.76 | 3.85 | 0.09 |
Stocks | 95.87 | 95.87 | 0.00 |
Bonds | 0.01 | 0.01 | 0.00 |
Preferred | 0.28 | 0.28 | 0.00 |
Other | 0.08 | 0.08 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.98 | 17.78 |
Price to Book | 4.14 | 2.81 |
Price to Sales | 2.70 | 1.93 |
Price to Cash Flow | 14.48 | 11.51 |
Dividend Yield | 1.15 | 2.01 |
5 Years Earnings Growth | 16.55 | 12.00 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.42 | 21.11 |
Healthcare | 14.64 | 12.65 |
Industrials | 14.17 | 12.48 |
Consumer Cyclical | 12.44 | 11.68 |
Communication Services | 10.43 | 6.72 |
Financial Services | 9.38 | 15.18 |
Consumer Defensive | 3.80 | 6.01 |
Basic Materials | 2.75 | 3.79 |
Energy | 2.34 | 4.39 |
Utilities | 0.96 | 2.87 |
Real Estate | 0.66 | 4.06 |
Number of long holdings: 7
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds Growth Fund of Amer R6 | - | 25.13 | - | - | |
American Funds AMCAP R6 | - | 14.98 | - | - | |
American Funds New Perspective R6 | - | 14.97 | - | - | |
American Funds SMALLCAP World R6 | - | 14.94 | - | - | |
American Funds Invmt Co of Amer R6 | - | 10.04 | - | - | |
American Funds New Economy R6 | - | 10.01 | - | - | |
American Funds Fundamental Invs R6 | - | 9.95 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 153.6B | 22.40 | 4.47 | 13.21 | ||
American Funds American Balanced A | 111.96B | 13.30 | 5.24 | 8.16 | ||
American Funds Invmt Co of Amer A | 95.5B | 21.32 | 10.63 | 11.49 | ||
American Funds Washington Mutual A | 90.1B | 17.54 | 9.75 | 11.40 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 17.00 | 2.94 | 10.60 |
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