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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.78 | 8.82 | 2.04 |
Stocks | 46.57 | 46.57 | 0.00 |
Bonds | 45.72 | 45.72 | 0.00 |
Convertible | 0.05 | 0.05 | 0.00 |
Preferred | 0.07 | 0.07 | 0.00 |
Other | 0.80 | 0.80 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.33 | 16.68 |
Price to Book | 2.78 | 2.50 |
Price to Sales | 2.06 | 1.76 |
Price to Cash Flow | 11.56 | 10.49 |
Dividend Yield | 3.04 | 2.58 |
5 Years Earnings Growth | 8.89 | 10.39 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 16.79 | 15.15 |
Technology | 16.07 | 18.68 |
Healthcare | 14.44 | 12.47 |
Industrials | 11.94 | 11.14 |
Consumer Defensive | 10.05 | 7.34 |
Energy | 7.34 | 6.43 |
Utilities | 6.02 | 3.90 |
Consumer Cyclical | 6.00 | 8.94 |
Communication Services | 4.42 | 6.16 |
Real Estate | 4.01 | 6.85 |
Basic Materials | 2.94 | 4.24 |
Number of long holdings: 7
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds Income Fund of Amer R6 | - | 19.17 | - | - | |
American Funds Capital Income Bldr R6 | - | 19.16 | - | - | |
American Funds Multi-Sector Income R-6 | - | 15.82 | - | - | |
American Funds Bond Fund of Amer R6 | - | 15.60 | - | - | |
American Funds American Mutual R6 | - | 10.17 | - | - | |
American Funds Washington Mutual R6 | - | 10.16 | - | - | |
American Funds American High-Inc R6 | - | 9.96 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 136.74B | 7.63 | 4.15 | 12.69 | ||
American Funds American Balanced A | 103.26B | 2.71 | 3.71 | 7.63 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 5.25 | 3.31 | 10.28 | ||
American Funds Invmt Co of Amer A | 85.81B | 6.71 | 9.18 | 10.97 | ||
American Funds Washington Mutual A | 83.06B | 4.97 | 8.68 | 10.82 |
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