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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.73 | 9.94 | 5.21 |
Shares | 39.22 | 39.22 | 0.00 |
Bonds | 55.19 | 55.19 | 0.00 |
Convertible | 0.04 | 0.04 | 0.00 |
Preferred | 0.05 | 0.05 | 0.00 |
Other | 0.76 | 0.76 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.78 | 17.07 |
Price to Book | 2.76 | 2.56 |
Price to Sales | 2.06 | 1.83 |
Price to Cash Flow | 11.42 | 10.84 |
Dividend Yield | 3.02 | 2.52 |
5 Years Earnings Growth | 9.48 | 10.66 |
Name | Net % | Category Average |
---|---|---|
Technology | 17.92 | 19.49 |
Financial Services | 15.83 | 15.32 |
Healthcare | 12.89 | 12.35 |
Industrials | 10.96 | 10.89 |
Consumer Defensive | 10.24 | 7.27 |
Energy | 7.47 | 6.22 |
Utilities | 6.44 | 3.81 |
Consumer Cyclical | 5.92 | 8.80 |
Communication Services | 5.17 | 6.26 |
Real Estate | 3.86 | 6.76 |
Basic Materials | 3.29 | 4.02 |
Number of long holdings: 11
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds Capital Income Bldr R6 | - | 18.07 | - | - | |
American Funds Income Fund of Amer R6 | - | 15.07 | - | - | |
American Funds Bond Fund of Amer R6 | - | 14.96 | - | - | |
American Funds Strategic Bond R-6 | - | 9.93 | - | - | |
American Funds American Balanced R6 | - | 8.03 | - | - | |
American Funds Multi-Sector Income R-6 | - | 7.98 | - | - | |
American Funds American Mutual R6 | - | 7.08 | - | - | |
American Funds Inflation Linked Bd R6 | - | 4.97 | - | - | |
American Funds US Government Sec R6 | - | 4.95 | - | - | |
American Funds Interm Bd Fd of Amer R6 | - | 4.95 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 148.69B | 22.91 | 7.56 | 13.48 | ||
American Funds American Balanced A | 110.23B | 14.57 | 6.92 | 8.44 | ||
American Funds Invmt Co of Amer A | 93.11B | 22.22 | 13.09 | 11.86 | ||
American Funds Washington Mutual A | 88.53B | 18.96 | 12.61 | 11.73 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 18.82 | 6.02 | 11.01 |
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