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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.730 | 4.730 | 0.000 |
Stocks | 71.320 | 71.320 | 0.000 |
Bonds | 22.870 | 22.870 | 0.000 |
Convertible | 0.060 | 0.060 | 0.000 |
Preferred | 0.880 | 0.880 | 0.000 |
Other | 0.150 | 0.160 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.719 | 17.269 |
Price to Book | 2.359 | 2.546 |
Price to Sales | 1.789 | 1.876 |
Price to Cash Flow | 9.675 | 11.147 |
Dividend Yield | 3.501 | 2.239 |
5 Years Earnings Growth | 8.656 | 10.217 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 22.410 | 16.871 |
Consumer Defensive | 11.710 | 6.578 |
Technology | 11.680 | 22.401 |
Healthcare | 9.410 | 10.429 |
Energy | 8.980 | 4.556 |
Industrials | 8.300 | 10.734 |
Consumer Cyclical | 7.130 | 10.891 |
Utilities | 6.300 | 3.029 |
Communication Services | 5.770 | 6.842 |
Real Estate | 4.640 | 3.969 |
Basic Materials | 3.660 | 3.694 |
Number of long holdings: 2,957
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 2.79 | 204.49 | -1.65% | |
Philip Morris | US7181721090 | 2.67 | 156.91 | +0.40% | |
Gilead | US3755581036 | 2.20 | 111.50 | +0.42% | |
JPMorgan | US46625H1005 | 1.85 | 257.26 | -1.56% | |
EOG Resources | US26875P1012 | 1.68 | 131.69 | -1.45% | |
Microsoft | US5949181045 | 1.36 | 398.60 | -1.34% | |
Taiwan Semicon | TW0002330008 | 1.35 | 1,055.00 | -1.86% | |
BAE Systems | GB0002634946 | 1.25 | 1,366.00 | +4.67% | |
Home Depot | US4370761029 | 1.16 | 397.76 | +4.01% | |
Comcast | US20030N1019 | 1.12 | 35.86 | -1.21% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 154.73B | 5.17 | 12.56 | 14.38 | ||
American Funds American Balanced A | 112.47B | 2.88 | 7.03 | 8.59 | ||
American Funds Invmt Co of Amer A | 95.33B | 4.65 | 14.26 | 12.56 | ||
American Funds Washington Mutual A | 90.35B | 3.95 | 11.37 | 12.16 | ||
American Funds Fundamental Invs A | 76.87B | 4.29 | 12.58 | 12.76 |
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