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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.86 | 3.92 | 0.06 |
Stocks | 95.80 | 95.80 | 0.00 |
Bonds | 0.01 | 0.01 | 0.00 |
Preferred | 0.26 | 0.26 | 0.00 |
Other | 0.07 | 0.07 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.03 | 17.86 |
Price to Book | 3.93 | 2.76 |
Price to Sales | 2.48 | 1.90 |
Price to Cash Flow | 14.40 | 11.37 |
Dividend Yield | 1.18 | 2.02 |
5 Years Earnings Growth | 14.19 | 11.60 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.79 | 21.03 |
Industrials | 15.03 | 12.51 |
Healthcare | 14.35 | 12.60 |
Consumer Cyclical | 13.22 | 11.86 |
Financial Services | 9.82 | 15.00 |
Communication Services | 9.46 | 6.75 |
Consumer Defensive | 4.07 | 6.18 |
Basic Materials | 3.13 | 3.79 |
Energy | 2.61 | 4.58 |
Utilities | 0.83 | 2.59 |
Real Estate | 0.69 | 4.07 |
Number of long holdings: 7
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds Growth Fund of Amer R6 | - | 25.25 | - | - | |
American Funds AMCAP R6 | - | 15.10 | - | - | |
American Funds New Perspective R6 | - | 14.88 | - | - | |
American Funds SMALLCAP World R6 | - | 14.66 | - | - | |
American Funds New Economy R6 | - | 10.16 | - | - | |
American Funds Invmt Co of Amer R6 | - | 10.05 | - | - | |
American Funds Fundamental Invs R6 | - | 9.94 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 147.38B | 19.33 | 5.25 | 12.91 | ||
American Funds American Balanced A | 110.78B | 12.61 | 5.18 | 8.14 | ||
American Funds Invmt Co of Amer A | 92.99B | 19.30 | 10.78 | 11.43 | ||
American Funds Washington Mutual A | 88.97B | 17.23 | 10.62 | 11.47 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 16.34 | 4.04 | 10.52 |
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