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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.23 | 6.26 | 0.03 |
Stocks | 93.45 | 93.45 | 0.00 |
Preferred | 0.26 | 0.26 | 0.00 |
Other | 0.07 | 0.07 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.11 | 17.70 |
Price to Book | 4.16 | 2.74 |
Price to Sales | 2.58 | 1.87 |
Price to Cash Flow | 14.62 | 11.20 |
Dividend Yield | 1.04 | 2.02 |
5 Years Earnings Growth | 14.52 | 11.54 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.54 | 20.67 |
Industrials | 14.78 | 12.71 |
Healthcare | 14.43 | 12.65 |
Consumer Cyclical | 13.33 | 11.91 |
Financial Services | 9.69 | 14.98 |
Communication Services | 9.14 | 6.63 |
Consumer Defensive | 4.24 | 6.29 |
Basic Materials | 2.83 | 3.85 |
Energy | 2.47 | 4.74 |
Utilities | 0.82 | 2.51 |
Real Estate | 0.72 | 3.99 |
Number of long holdings: 6
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds Growth Fund of Amer R6 | - | 25.46 | - | - | |
American Funds Fundamental Invs R6 | - | 20.05 | - | - | |
American Funds AMCAP R6 | - | 19.92 | - | - | |
American Funds SMALLCAP World R6 | - | 14.87 | - | - | |
American Funds New Economy R6 | - | 9.92 | - | - | |
American Funds New Perspective R6 | - | 9.81 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 141.37B | 12.00 | 5.78 | 12.75 | ||
American Funds American Balanced A | 106.18B | 5.79 | 4.12 | 7.77 | ||
American Funds Invmt Co of Amer A | 88.33B | 10.75 | 10.07 | 11.06 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 8.80 | 4.41 | 10.27 | ||
American Funds Washington Mutual A | 84.97B | 8.34 | 8.88 | 10.97 |
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