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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.87 | 3.87 | 0.00 |
Stocks | 96.00 | 96.00 | 0.00 |
Bonds | 0.07 | 0.07 | 0.00 |
Preferred | 0.06 | 0.06 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.95 | 19.62 |
Price to Book | 4.03 | 3.68 |
Price to Sales | 2.92 | 2.35 |
Price to Cash Flow | 15.18 | 13.50 |
Dividend Yield | 1.59 | 1.62 |
5 Years Earnings Growth | 12.84 | 11.58 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.41 | 26.47 |
Industrials | 15.58 | 10.18 |
Healthcare | 12.83 | 13.67 |
Financial Services | 11.11 | 14.23 |
Communication Services | 10.48 | 8.24 |
Consumer Cyclical | 10.32 | 10.20 |
Consumer Defensive | 5.65 | 6.51 |
Basic Materials | 4.06 | 2.73 |
Energy | 2.27 | 4.49 |
Utilities | 2.23 | 2.51 |
Real Estate | 1.06 | 2.32 |
Number of long holdings: 209
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 7.94 | - | - | |
Broadcom Inc | - | 5.90 | - | - | |
GE Aerospace | - | 4.61 | - | - | |
Meta Platforms Inc Class A | - | 4.16 | - | - | |
Amazon.com Inc | - | 3.53 | - | - | |
Alphabet Inc Class A | - | 2.31 | - | - | |
RTX Corp | - | 2.24 | - | - | |
Alphabet Inc Class C | - | 2.10 | - | - | |
Mastercard Inc Class A | - | 2.04 | - | - | |
Abbott Laboratories | - | 1.94 | - | - |
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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