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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.63 | 4.63 | 0.00 |
Stocks | 95.30 | 95.30 | 0.00 |
Other | 0.07 | 0.07 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.74 | 24.12 |
Price to Book | 3.49 | 4.40 |
Price to Sales | 2.38 | 3.31 |
Price to Cash Flow | 14.07 | 16.16 |
Dividend Yield | 1.46 | 1.12 |
5 Years Earnings Growth | 12.65 | 13.46 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.78 | 28.33 |
Healthcare | 15.82 | 15.79 |
Industrials | 14.71 | 11.71 |
Consumer Cyclical | 11.45 | 12.48 |
Financial Services | 10.71 | 12.01 |
Communication Services | 10.16 | 9.45 |
Consumer Defensive | 5.44 | 4.85 |
Basic Materials | 4.63 | 3.49 |
Energy | 3.16 | 3.99 |
Utilities | 0.64 | 1.14 |
Real Estate | 0.51 | 1.81 |
Number of long holdings: 277
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 3.85 | - | - | |
Meta Platforms Inc Class A | - | 3.32 | - | - | |
Novo Nordisk B | DK0062498333 | 2.94 | 985.1 | +0.11% | |
Taiwan Semicon | TW0002330008 | 2.54 | 879.00 | -1.68% | |
Broadcom Inc | - | 2.39 | - | - | |
Eli Lilly and Co | - | 1.56 | - | - | |
AstraZeneca | GB0009895292 | 1.52 | 12,578.0 | +0.18% | |
NVIDIA Corp | - | 1.45 | - | - | |
Tesla | US88160R1014 | 1.37 | 177.48 | -0.26% | |
Netflix Inc | - | 1.15 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 138.69B | 12.00 | 5.78 | 12.75 | ||
American Funds American Balanced A | 103.95B | 5.79 | 4.12 | 7.77 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 8.80 | 4.41 | 10.27 | ||
American Funds Invmt Co of Amer A | 86.82B | 10.75 | 10.07 | 11.06 | ||
American Funds Washington Mutual A | 83.44B | 8.34 | 8.88 | 10.97 |
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