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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.90 | 2.90 | 0.00 |
Stocks | 93.75 | 93.75 | 0.00 |
Preferred | 0.03 | 0.03 | 0.00 |
Other | 3.31 | 3.31 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.26 | 19.75 |
Price to Book | 3.62 | 3.71 |
Price to Sales | 2.46 | 2.37 |
Price to Cash Flow | 14.40 | 13.66 |
Dividend Yield | 2.05 | 1.60 |
5 Years Earnings Growth | 11.87 | 11.64 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.26 | 26.53 |
Healthcare | 16.87 | 13.70 |
Financial Services | 16.35 | 14.26 |
Industrials | 11.66 | 10.16 |
Consumer Defensive | 7.04 | 6.51 |
Consumer Cyclical | 6.91 | 10.26 |
Communication Services | 5.49 | 8.18 |
Energy | 4.97 | 4.44 |
Utilities | 3.44 | 2.41 |
Basic Materials | 2.48 | 2.74 |
Real Estate | 1.53 | 2.37 |
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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