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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.260 | 3.260 | 0.000 |
Stocks | 96.740 | 96.740 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 24.791 | 30.869 |
Price to Book | 5.142 | 6.635 |
Price to Sales | 3.340 | 4.665 |
Price to Cash Flow | 16.892 | 19.659 |
Dividend Yield | 0.725 | 0.670 |
5 Years Earnings Growth | 13.481 | 15.958 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.490 | 36.419 |
Healthcare | 17.400 | 14.476 |
Consumer Cyclical | 15.040 | 13.736 |
Industrials | 13.760 | 8.047 |
Communication Services | 8.990 | 11.638 |
Financial Services | 8.630 | 10.528 |
Consumer Defensive | 4.360 | 4.308 |
Basic Materials | 1.830 | 1.940 |
Real Estate | 0.780 | 2.357 |
Energy | 0.710 | 2.038 |
Number of long holdings: 199
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.89 | 432.11 | +0.69% | |
Broadcom | US11135F1012 | 3.88 | 175.52 | +0.39% | |
Amazon.com | US0231351067 | 2.78 | 192.53 | -0.74% | |
Transdigm | US8936411003 | 2.65 | 1,424.26 | +0.24% | |
Meta Platforms | US30303M1027 | 2.61 | 568.31 | +0.88% | |
Alphabet A | US02079K3059 | 2.18 | 161.49 | -0.49% | |
Mastercard | US57636Q1040 | 2.11 | 489.45 | +0.42% | |
Abbott Labs | US0028241000 | 1.83 | 112.61 | -0.64% | |
UnitedHealth | US91324P1021 | 1.80 | 576.31 | +0.19% | |
Eli Lilly | US5324571083 | 1.72 | 924.56 | +0.01% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU2097333152 | 15.59B | 15.32 | 2.60 | - | ||
LU1006075227 | 1.51B | 10.01 | 3.36 | 6.39 | ||
LU1481181599 | 543.2M | 9.48 | -2.09 | 5.38 | ||
LU1481180195 | 543.2M | 8.88 | -2.93 | 4.40 | ||
Capital Group Investment America B | 428.28M | 18.19 | 9.16 | 9.73 |
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