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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 7.94 | 7.94 | 0.00 |
Shares | 92.03 | 92.03 | 0.00 |
Preferred | 0.03 | 0.03 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.97 | 15.35 |
Price to Book | 3.43 | 2.42 |
Price to Sales | 2.73 | 1.63 |
Price to Cash Flow | 14.36 | 10.17 |
Dividend Yield | 2.40 | 2.60 |
5 Years Earnings Growth | 9.70 | 9.61 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 18.09 | 15.26 |
Technology | 18.06 | 12.47 |
Industrials | 16.96 | 11.94 |
Financial Services | 15.16 | 20.55 |
Consumer Defensive | 8.04 | 8.43 |
Utilities | 5.80 | 5.00 |
Energy | 5.76 | 8.46 |
Consumer Cyclical | 3.82 | 6.48 |
Real Estate | 3.09 | 3.60 |
Basic Materials | 2.95 | 3.93 |
Communication Services | 2.27 | 5.48 |
Number of long holdings: 179
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 6.11 | - | - | |
AbbVie Inc | - | 3.41 | - | - | |
GE Aerospace | - | 2.90 | - | - | |
RTX Corp | - | 2.88 | - | - | |
Apple Inc | - | 2.61 | - | - | |
Abbott Laboratories | - | 2.59 | - | - | |
JPMorgan Chase & Co | - | 1.92 | - | - | |
Union Pacific Corp | - | 1.83 | - | - | |
Linde PLC | IE000S9YS762 | 1.78 | 397.000 | +0.35% | |
UnitedHealth Group Inc | - | 1.60 | - | - |
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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