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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.09 | 10.48 | 4.39 |
Shares | 53.57 | 53.57 | 0.00 |
Bonds | 39.64 | 39.64 | 0.00 |
Convertible | 0.03 | 0.03 | 0.00 |
Preferred | 0.06 | 0.06 | 0.00 |
Other | 0.62 | 0.62 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.96 | 18.11 |
Price to Book | 3.37 | 3.06 |
Price to Sales | 2.35 | 2.06 |
Price to Cash Flow | 13.35 | 11.88 |
Dividend Yield | 2.09 | 2.02 |
5 Years Earnings Growth | 11.36 | 11.27 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.34 | 22.89 |
Healthcare | 14.86 | 13.33 |
Industrials | 13.73 | 10.86 |
Financial Services | 12.93 | 15.00 |
Consumer Cyclical | 8.34 | 10.03 |
Consumer Defensive | 7.49 | 6.28 |
Communication Services | 6.81 | 7.24 |
Energy | 4.82 | 5.56 |
Basic Materials | 3.70 | 3.51 |
Utilities | 3.24 | 3.09 |
Real Estate | 1.75 | 3.51 |
Number of long holdings: 22
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds Bond Fund of Amer R6 | - | 14.57 | - | - | |
American Funds American Mutual R6 | - | 8.27 | - | - | |
American Funds Capital World Gr&Inc R6 | - | 8.04 | - | - | |
American Funds Washington Mutual R6 | - | 7.93 | - | - | |
American Funds Invmt Co of Amer R6 | - | 7.39 | - | - | |
American Funds American High-Inc R6 | - | 6.68 | - | - | |
American Funds Multi-Sector Income R-6 | - | 6.67 | - | - | |
American Funds American Balanced R6 | - | 6.64 | - | - | |
American Funds Mortgage R6 | - | 5.11 | - | - | |
American Funds Strategic Bond R-6 | - | 5.11 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 142.32B | 12.00 | 5.78 | 12.75 | ||
American Funds American Balanced A | 106.23B | 5.79 | 4.12 | 7.77 | ||
American Funds Invmt Co of Amer A | 88.45B | 10.75 | 10.07 | 11.06 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 8.80 | 4.41 | 10.27 | ||
American Funds Washington Mutual A | 84.7B | 8.34 | 8.88 | 10.97 |
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