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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.340 | 7.870 | 1.530 |
Stocks | 64.950 | 64.950 | 0.000 |
Bonds | 26.950 | 26.950 | 0.000 |
Convertible | 0.020 | 0.020 | 0.000 |
Preferred | 0.110 | 0.110 | 0.000 |
Other | 1.630 | 1.630 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.574 | 17.178 |
Price to Book | 3.267 | 2.786 |
Price to Sales | 2.180 | 1.948 |
Price to Cash Flow | 12.940 | 11.329 |
Dividend Yield | 2.152 | 2.211 |
5 Years Earnings Growth | 11.222 | 11.132 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.320 | 21.598 |
Healthcare | 14.880 | 13.682 |
Financial Services | 13.160 | 15.325 |
Industrials | 12.790 | 10.985 |
Consumer Cyclical | 8.640 | 9.555 |
Consumer Defensive | 7.830 | 6.916 |
Communication Services | 7.050 | 6.846 |
Energy | 5.430 | 5.472 |
Basic Materials | 4.090 | 3.526 |
Utilities | 3.040 | 2.756 |
Real Estate | 1.770 | 3.339 |
Number of long holdings: 10
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds American Balanced R6 | - | 25.22 | - | - | |
American Funds Washington Mutual R6 | - | 15.31 | - | - | |
American Funds Global Balanced R6 | - | 14.88 | - | - | |
American Funds Capital World Gr&Inc R6 | - | 10.25 | - | - | |
American Funds Income Fund of Amer R6 | - | 9.95 | - | - | |
American Funds New Perspective R6 | - | 5.23 | - | - | |
American Funds SMALLCAP World R6 | - | 5.00 | - | - | |
American Funds Multi-Sector Income R-6 | - | 4.80 | - | - | |
American Funds Bond Fund of Amer R6 | - | 4.71 | - | - | |
American Funds Strategic Bond R-6 | - | 4.67 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 141B | 12.00 | 5.78 | 12.75 | ||
American Funds American Balanced A | 105.95B | 5.79 | 4.12 | 7.77 | ||
American Funds Invmt Co of Amer A | 87.89B | 10.75 | 10.07 | 11.06 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 8.80 | 4.41 | 10.27 | ||
American Funds Washington Mutual A | 84.35B | 8.34 | 8.88 | 10.97 |
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