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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.73 | 5.73 | 0.00 |
Stocks | 94.13 | 94.13 | 0.00 |
Preferred | 0.14 | 0.14 | 0.00 |
Other | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 27.10 | 27.93 |
Price to Book | 5.34 | 6.65 |
Price to Sales | 3.66 | 4.15 |
Price to Cash Flow | 17.24 | 18.47 |
Dividend Yield | 0.66 | 0.72 |
5 Years Earnings Growth | 14.48 | 14.77 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.78 | 38.72 |
Healthcare | 15.65 | 12.87 |
Industrials | 15.28 | 7.18 |
Consumer Cyclical | 15.26 | 14.20 |
Communication Services | 9.57 | 11.02 |
Financial Services | 8.19 | 9.29 |
Consumer Defensive | 4.07 | 3.84 |
Basic Materials | 1.92 | 1.90 |
Energy | 0.69 | 1.87 |
Real Estate | 0.60 | 1.69 |
Number of long holdings: 210
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 6.60 | - | - | |
Broadcom Inc | - | 4.02 | - | - | |
Amazon.com Inc | - | 3.25 | - | - | |
Meta Platforms Inc Class A | - | 3.05 | - | - | |
TransDigm Group Inc | - | 2.67 | - | - | |
Alphabet Inc Class A | - | 2.12 | - | - | |
Mastercard Inc Class A | - | 2.06 | - | - | |
Salesforce Inc | - | 1.96 | - | - | |
Eli Lilly and Co | - | 1.84 | - | - | |
Abbott Laboratories | - | 1.77 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 131.68B | 12.54 | 7.60 | 13.07 | ||
American Funds American Balanced A | 100.38B | 6.16 | 5.88 | 8.04 | ||
American Funds Invmt Co of Amer A | 82.83B | 10.43 | 11.90 | 11.47 | ||
American Funds Washington Mutual A | 80.27B | 9.14 | 11.51 | 11.37 | ||
VA CollegeAmerica 529 AMCAP 529A | 81.1B | 10.72 | 6.80 | 10.80 |
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