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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.91 | 2.91 | 0.00 |
Shares | 97.00 | 97.00 | 0.00 |
Preferred | 0.03 | 0.03 | 0.00 |
Other | 0.05 | 0.05 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.14 | 19.62 |
Price to Book | 3.58 | 3.68 |
Price to Sales | 2.43 | 2.35 |
Price to Cash Flow | 14.26 | 13.50 |
Dividend Yield | 2.06 | 1.62 |
5 Years Earnings Growth | 11.87 | 11.58 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.02 | 26.47 |
Healthcare | 16.67 | 13.67 |
Financial Services | 16.29 | 14.23 |
Industrials | 11.72 | 10.18 |
Consumer Defensive | 7.11 | 6.51 |
Consumer Cyclical | 6.77 | 10.20 |
Communication Services | 5.51 | 8.24 |
Energy | 5.28 | 4.49 |
Utilities | 3.55 | 2.51 |
Basic Materials | 2.62 | 2.73 |
Real Estate | 1.48 | 2.32 |
Number of long holdings: 189
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom Inc | - | 6.79 | - | - | |
Microsoft Corp | - | 6.73 | - | - | |
Eli Lilly and Co | - | 2.87 | - | - | |
UnitedHealth Group Inc | - | 2.85 | - | - | |
Marsh & McLennan Companies Inc | - | 2.40 | - | - | |
Comcast Corp Class A | - | 2.27 | - | - | |
The Home Depot Inc | - | 1.93 | - | - | |
JPMorgan Chase & Co | - | 1.67 | - | - | |
AbbVie Inc | - | 1.62 | - | - | |
Philip Morris International Inc | - | 1.60 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 142.5B | 12.00 | 5.78 | 12.75 | ||
American Funds American Balanced A | 106.02B | 5.79 | 4.12 | 7.77 | ||
American Funds Invmt Co of Amer A | 88.57B | 10.75 | 10.07 | 11.06 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 8.80 | 4.41 | 10.27 | ||
American Funds Washington Mutual A | 84.53B | 8.34 | 8.88 | 10.97 |
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