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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.860 | 3.920 | 0.060 |
Shares | 95.800 | 95.800 | 0.000 |
Bonds | 0.010 | 0.010 | 0.000 |
Preferred | 0.260 | 0.260 | 0.000 |
Other | 0.070 | 0.070 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.031 | 18.018 |
Price to Book | 3.932 | 2.607 |
Price to Sales | 2.484 | 1.871 |
Price to Cash Flow | 14.400 | 11.224 |
Dividend Yield | 1.177 | 2.235 |
5 Years Earnings Growth | 14.191 | 11.307 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.790 | 22.123 |
Industrials | 15.030 | 11.233 |
Healthcare | 14.350 | 11.563 |
Consumer Cyclical | 13.220 | 10.494 |
Financial Services | 9.820 | 15.629 |
Communication Services | 9.460 | 6.633 |
Consumer Defensive | 4.070 | 6.655 |
Basic Materials | 3.130 | 4.003 |
Energy | 2.610 | 4.889 |
Utilities | 0.830 | 2.950 |
Real Estate | 0.690 | 3.827 |
Number of long holdings: 7
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds Growth Fund of Amer R6 | - | 25.25 | - | - | |
American Funds AMCAP R6 | - | 15.10 | - | - | |
American Funds New Perspective R6 | - | 14.88 | - | - | |
American Funds SMALLCAP World R6 | - | 14.66 | - | - | |
American Funds New Economy R6 | - | 10.16 | - | - | |
American Funds Invmt Co of Amer R6 | - | 10.05 | - | - | |
American Funds Fundamental Invs R6 | - | 9.94 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 147.32B | 19.33 | 5.25 | 12.91 | ||
American Funds American Balanced A | 110.68B | 12.61 | 5.18 | 8.14 | ||
American Funds Invmt Co of Amer A | 92.93B | 19.30 | 10.78 | 11.43 | ||
American Funds Washington Mutual A | 88.86B | 17.23 | 10.62 | 11.47 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 16.34 | 4.04 | 10.52 |
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