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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.520 | 2.520 | 0.000 |
Stocks | 97.470 | 97.470 | 0.000 |
Other | 0.010 | 0.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.569 | 20.332 |
Price to Book | 3.804 | 3.637 |
Price to Sales | 2.305 | 2.364 |
Price to Cash Flow | 14.166 | 13.358 |
Dividend Yield | 1.553 | 1.614 |
5 Years Earnings Growth | 13.505 | 11.687 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.170 | 28.086 |
Industrials | 13.320 | 9.222 |
Healthcare | 12.990 | 13.103 |
Financial Services | 10.770 | 13.025 |
Consumer Cyclical | 8.190 | 10.542 |
Communication Services | 7.580 | 8.540 |
Consumer Defensive | 7.530 | 6.240 |
Energy | 4.210 | 4.063 |
Basic Materials | 3.460 | 2.351 |
Utilities | 2.540 | 2.381 |
Real Estate | 1.240 | 2.533 |
Number of long holdings: 247
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom Inc | - | 6.40 | - | - | |
Microsoft Corp | - | 6.26 | - | - | |
Meta Platforms Inc Class A | - | 2.63 | - | - | |
Alphabet Inc Class C | - | 2.51 | - | - | |
TransDigm Group Inc | - | 2.34 | - | - | |
Philip Morris International Inc | - | 2.25 | - | - | |
Amazon.com Inc | - | 1.99 | - | - | |
Novo Nordisk B | DK0062498333 | 1.83 | 927.3 | +1.13% | |
UnitedHealth Group Inc | - | 1.74 | - | - | |
Eli Lilly and Co | - | 1.48 | - | - |
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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