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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 100.000 | 100.000 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.421 | 20.094 |
Price to Book | 3.488 | 3.722 |
Price to Sales | 2.808 | 2.475 |
Price to Cash Flow | 14.443 | 13.803 |
Dividend Yield | 1.430 | 1.575 |
5 Years Earnings Growth | 11.593 | 11.645 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.470 | 28.034 |
Financial Services | 17.980 | 14.045 |
Healthcare | 13.700 | 13.548 |
Communication Services | 11.450 | 8.558 |
Industrials | 8.540 | 8.911 |
Consumer Cyclical | 7.000 | 10.653 |
Energy | 6.220 | 4.167 |
Consumer Defensive | 4.450 | 5.940 |
Utilities | 2.260 | 2.388 |
Basic Materials | 0.940 | 3.047 |
Number of long holdings: 67
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.10 | 414.74 | +0.59% | |
Apple | US0378331005 | 6.20 | 183.05 | -0.69% | |
Alphabet A | US02079K3059 | 3.95 | 168.65 | -0.77% | |
NVIDIA | US67066G1040 | 3.84 | 898.78 | +1.27% | |
Berkshire Hathaway B | US0846707026 | 3.83 | 412.06 | +0.79% | |
Amazon.com | US0231351067 | 3.29 | 187.48 | -1.07% | |
Meta Platforms | US30303M1027 | 2.74 | 476.20 | +0.16% | |
JPMorgan | US46625H1005 | 2.58 | 198.75 | +0.63% | |
Wells Fargo&Co | US9497461015 | 2.57 | 61.88 | +0.98% | |
Broadcom | US11135F1012 | 2.24 | 1,332.80 | +2.08% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Growth Portfolio SK USD Ac | 8.56B | 9.08 | 23.42 | 17.52 | ||
American Growth Portfolio BD USD In | 7.53B | 8.20 | 20.99 | - | ||
Japan Strategic Value Portfolio S1 | 8.14B | 17.43 | 2.82 | 8.48 | ||
American Growth Portfolio AX USD Ac | 7.32B | 3.69 | 9.01 | 14.72 | ||
AB FCP I AmericanGrwthPf N USD Acc | 7.32B | 3.59 | 7.90 | - |
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