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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.030 | 4.060 | 0.030 |
Stocks | 95.870 | 95.870 | 0.000 |
Other | 0.100 | 0.100 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.059 | 17.390 |
Price to Book | 3.575 | 2.225 |
Price to Sales | 2.782 | 2.301 |
Price to Cash Flow | 14.210 | 9.973 |
Dividend Yield | 1.618 | 2.654 |
5 Years Earnings Growth | 15.052 | 12.072 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.100 | 18.360 |
Healthcare | 16.180 | 12.352 |
Industrials | 14.950 | 13.155 |
Consumer Cyclical | 11.980 | 9.861 |
Communication Services | 10.990 | 6.368 |
Financial Services | 10.890 | 14.112 |
Consumer Defensive | 5.170 | 6.468 |
Basic Materials | 3.960 | 6.606 |
Energy | 2.610 | 4.318 |
Utilities | 0.700 | 2.719 |
Real Estate | 0.450 | 18.456 |
Number of long holdings: 295
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 3.69 | 607.75 | +1.32% | |
Microsoft | US5949181045 | 3.34 | 439.33 | +0.94% | |
Taiwan Semicon | TW0002330008 | 3.04 | 1,085.00 | +0.46% | |
Broadcom | US11135F1012 | 2.73 | 239.68 | +3.15% | |
Novo Nordisk B | DK0062498333 | 2.56 | 622.6 | +5.67% | |
Tesla | US88160R1014 | 2.04 | 462.28 | +7.36% | |
NVIDIA | US67066G1040 | 1.96 | 140.22 | +0.39% | |
AstraZeneca | GB0009895292 | 1.63 | 10,436.0 | +0.13% | |
Eli Lilly | US5324571083 | 1.51 | 795.67 | -0.08% | |
Netflix | US64110L1061 | 1.25 | 932.12 | +2.27% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 153.98B | 30.62 | 7.78 | 13.76 | ||
American Funds American Balanced A | 110.38B | 16.59 | 6.58 | 8.25 | ||
American Funds Invmt Co of Amer A | 94.44B | 26.66 | 13.02 | 11.75 | ||
American Funds Washington Mutual A | 88.02B | 22.14 | 11.82 | 11.62 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 23.14 | 5.81 | 10.97 |
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