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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 7.09 | 9.49 | 2.40 |
Shares | 46.38 | 46.38 | 0.00 |
Bonds | 45.95 | 45.95 | 0.00 |
Convertible | 0.06 | 0.06 | 0.00 |
Preferred | 0.05 | 0.05 | 0.00 |
Other | 0.47 | 0.47 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.13 | 16.70 |
Price to Book | 2.69 | 2.50 |
Price to Sales | 2.03 | 1.76 |
Price to Cash Flow | 11.34 | 10.49 |
Dividend Yield | 3.13 | 2.58 |
5 Years Earnings Growth | 8.98 | 10.42 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 16.64 | 15.14 |
Technology | 15.22 | 18.64 |
Healthcare | 14.73 | 12.49 |
Industrials | 11.58 | 11.13 |
Consumer Defensive | 10.42 | 7.36 |
Energy | 7.45 | 6.42 |
Utilities | 6.07 | 3.89 |
Consumer Cyclical | 5.69 | 8.93 |
Real Estate | 4.42 | 6.88 |
Communication Services | 4.39 | 6.15 |
Basic Materials | 3.39 | 4.26 |
Number of long holdings: 8
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds Capital Income Bldr R6 | - | 18.76 | - | - | |
American Funds Income Fund of Amer R6 | - | 18.63 | - | - | |
American Funds Multi-Sector Income R-6 | - | 15.67 | - | - | |
American Funds Bond Fund of Amer R6 | - | 15.51 | - | - | |
American Funds American Mutual R6 | - | 9.92 | - | - | |
American Funds American High-Inc R6 | - | 9.87 | - | - | |
American Funds Washington Mutual R6 | - | 9.86 | - | - |
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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