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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 | 28.10 |
Price to Book | 5.34 | 6.67 |
Price to Sales | 3.66 | 4.19 |
Price to Cash Flow | 17.24 | 18.62 |
Dividend Yield | 0.66 | 0.71 |
5 Years Earnings Growth | 14.48 | 14.91 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.78 | 38.72 |
Healthcare | 15.65 | 12.82 |
Industrials | 15.28 | 7.23 |
Consumer Cyclical | 15.26 | 14.13 |
Communication Services | 9.57 | 11.12 |
Financial Services | 8.19 | 9.28 |
Consumer Defensive | 4.07 | 3.79 |
Basic Materials | 1.92 | 1.90 |
Energy | 0.69 | 1.83 |
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 | 138.55B | 7.63 | 4.15 | 12.69 | ||
American Funds American Balanced A | 104.38B | 2.71 | 3.71 | 7.63 | ||
American Funds Invmt Co of Amer A | 87.13B | 6.71 | 9.18 | 10.97 | ||
VA CollegeAmerica 529 AMCAP 529A | 81.1B | 5.25 | 3.31 | 10.28 | ||
American Funds Washington Mutual A | 84.33B | 4.97 | 8.68 | 10.82 |
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