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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.89 | 4.89 | 0.00 |
Stocks | 95.08 | 95.08 | 0.00 |
Preferred | 0.03 | 0.03 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.86 | 15.14 |
Price to Book | 3.39 | 2.39 |
Price to Sales | 2.70 | 1.61 |
Price to Cash Flow | 14.27 | 10.07 |
Dividend Yield | 2.40 | 2.64 |
5 Years Earnings Growth | 9.70 | 9.60 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 17.82 | 15.21 |
Technology | 17.59 | 12.39 |
Industrials | 17.33 | 11.90 |
Financial Services | 15.32 | 20.54 |
Consumer Defensive | 8.04 | 8.53 |
Energy | 6.00 | 8.57 |
Utilities | 5.93 | 5.08 |
Consumer Cyclical | 3.78 | 6.43 |
Basic Materials | 2.99 | 3.91 |
Real Estate | 2.99 | 3.56 |
Communication Services | 2.20 | 5.44 |
Number of long holdings: 179
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 6.22 | - | - | |
AbbVie Inc | - | 3.53 | - | - | |
GE Aerospace | - | 3.25 | - | - | |
RTX Corp | - | 3.13 | - | - | |
Abbott Laboratories | - | 2.48 | - | - | |
Apple Inc | - | 2.48 | - | - | |
JPMorgan Chase & Co | - | 2.07 | - | - | |
Linde PLC | IE000S9YS762 | 1.84 | 410.200 | -0.44% | |
Union Pacific Corp | - | 1.77 | - | - | |
UnitedHealth Group Inc | - | 1.60 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 142.32B | 12.00 | 5.78 | 12.75 | ||
American Funds American Balanced A | 106.23B | 5.79 | 4.12 | 7.77 | ||
American Funds Invmt Co of Amer A | 88.45B | 10.75 | 10.07 | 11.06 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 8.80 | 4.41 | 10.27 | ||
American Funds Washington Mutual A | 84.7B | 8.34 | 8.88 | 10.97 |
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