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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 9.990 | 19.550 | 9.560 |
Shares | 11.720 | 11.720 | 0.000 |
Bonds | 78.130 | 78.130 | 0.000 |
Preferred | 0.020 | 0.020 | 0.000 |
Other | 0.150 | 0.150 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.994 | 16.828 |
Price to Book | 3.358 | 2.427 |
Price to Sales | 2.481 | 1.779 |
Price to Cash Flow | 13.402 | 9.444 |
Dividend Yield | 2.358 | 2.389 |
5 Years Earnings Growth | 10.660 | 9.993 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.420 | 21.569 |
Healthcare | 16.790 | 10.840 |
Industrials | 15.630 | 11.360 |
Financial Services | 14.280 | 17.916 |
Consumer Defensive | 8.190 | 7.518 |
Energy | 6.100 | 5.221 |
Utilities | 4.960 | 2.704 |
Consumer Cyclical | 4.720 | 10.343 |
Communication Services | 4.250 | 4.704 |
Basic Materials | 3.030 | 4.661 |
Real Estate | 2.620 | 3.164 |
Number of long holdings: 6
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds ST Bd Fd of Amer R6 | - | 45.08 | - | - | |
American Funds Interm Bd Fd of Amer R6 | - | 26.02 | - | - | |
American Funds Mortgage R6 | - | 10.00 | - | - | |
American Funds American Mutual R6 | - | 8.96 | - | - | |
American Funds American Balanced R6 | - | 4.99 | - | - | |
American Funds Strategic Bond R-6 | - | 4.98 | - | - |
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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