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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.360 | 3.360 | 0.000 |
Stocks | 96.260 | 96.260 | 0.000 |
Preferred | 0.280 | 0.280 | 0.000 |
Other | 0.090 | 0.090 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 25.227 | 27.744 |
Price to Book | 5.163 | 6.587 |
Price to Sales | 2.731 | 4.146 |
Price to Cash Flow | 14.183 | 18.187 |
Dividend Yield | 0.638 | 0.718 |
5 Years Earnings Growth | 15.307 | 14.826 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.320 | 38.549 |
Communication Services | 20.480 | 11.289 |
Healthcare | 13.780 | 12.767 |
Consumer Cyclical | 12.130 | 14.106 |
Industrials | 10.440 | 7.286 |
Financial Services | 6.280 | 9.261 |
Energy | 4.160 | 1.878 |
Consumer Defensive | 3.870 | 3.782 |
Basic Materials | 1.680 | 1.900 |
Utilities | 0.810 | 1.012 |
Real Estate | 0.040 | 1.651 |
Number of long holdings: 246
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms Inc Class A | - | 8.78 | - | - | |
Microsoft Corp | - | 5.47 | - | - | |
Netflix Inc | - | 4.42 | - | - | |
Tesla | US88160R1014 | 3.07 | 178.01 | -2.44% | |
Broadcom Inc | - | 2.63 | - | - | |
Alphabet Inc Class C | - | 2.20 | - | - | |
TransDigm Group Inc | - | 2.19 | - | - | |
Regeneron Pharmaceuticals Inc | - | 2.19 | - | - | |
Intuitive Surgical Inc | - | 1.90 | - | - | |
Visa Inc Class A | - | 1.80 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 141B | 12.00 | 5.78 | 12.75 | ||
American Funds American Balanced A | 105.95B | 5.79 | 4.12 | 7.77 | ||
American Funds Invmt Co of Amer A | 87.89B | 10.75 | 10.07 | 11.06 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 8.80 | 4.41 | 10.27 | ||
American Funds Washington Mutual A | 84.35B | 8.34 | 8.88 | 10.97 |
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