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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.07 | 6.10 | 0.03 |
Stocks | 93.37 | 93.37 | 0.00 |
Bonds | 0.20 | 0.20 | 0.00 |
Preferred | 0.24 | 0.24 | 0.00 |
Other | 0.12 | 0.12 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.93 | 24.12 |
Price to Book | 3.53 | 4.40 |
Price to Sales | 2.25 | 3.31 |
Price to Cash Flow | 13.42 | 16.16 |
Dividend Yield | 1.45 | 1.12 |
5 Years Earnings Growth | 13.57 | 13.46 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.23 | 28.33 |
Healthcare | 14.70 | 15.79 |
Industrials | 14.52 | 11.71 |
Consumer Cyclical | 12.60 | 12.48 |
Financial Services | 10.73 | 12.01 |
Communication Services | 7.97 | 9.45 |
Consumer Defensive | 4.77 | 4.85 |
Basic Materials | 4.41 | 3.49 |
Energy | 3.54 | 3.99 |
Utilities | 0.92 | 1.14 |
Real Estate | 0.62 | 1.81 |
Number of long holdings: 7
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds Capital World Gr&Inc R6 | - | 20.20 | - | - | |
American Funds New Perspective R6 | - | 20.11 | - | - | |
American Funds Growth Fund of Amer R6 | - | 15.20 | - | - | |
American Funds New Economy R6 | - | 15.20 | - | - | |
American Funds SMALLCAP World R6 | - | 14.64 | - | - | |
American Funds Europacific Growth R6 | - | 9.92 | - | - | |
American Funds New World R6 | - | 4.77 | - | - |
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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