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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.88 | 4.88 | 0.00 |
Stocks | 94.75 | 94.75 | 0.00 |
Preferred | 0.32 | 0.32 | 0.00 |
Other | 0.05 | 0.05 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 24.97 | 27.83 |
Price to Book | 5.12 | 6.60 |
Price to Sales | 3.06 | 4.16 |
Price to Cash Flow | 14.61 | 18.28 |
Dividend Yield | 0.76 | 0.72 |
5 Years Earnings Growth | 15.91 | 14.84 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.63 | 38.58 |
Consumer Cyclical | 15.53 | 14.12 |
Communication Services | 13.58 | 11.24 |
Healthcare | 13.19 | 12.78 |
Industrials | 12.11 | 7.25 |
Financial Services | 8.77 | 9.27 |
Energy | 3.03 | 1.88 |
Basic Materials | 2.33 | 1.90 |
Consumer Defensive | 2.12 | 3.79 |
Utilities | 0.64 | 1.00 |
Real Estate | 0.06 | 1.67 |
Number of long holdings: 336
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 6.19 | - | - | |
Meta Platforms Inc Class A | - | 5.39 | - | - | |
Amazon.com Inc | - | 3.64 | - | - | |
Broadcom Inc | - | 3.63 | - | - | |
NVIDIA Corp | - | 2.63 | - | - | |
Eli Lilly and Co | - | 2.22 | - | - | |
Alphabet Inc Class C | - | 1.93 | - | - | |
GE Aerospace | - | 1.91 | - | - | |
Netflix Inc | - | 1.89 | - | - | |
Alphabet Inc Class A | - | 1.74 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 139.21B | 12.00 | 5.78 | 12.75 | ||
American Funds American Balanced A | 104.4B | 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 | 86.94B | 10.75 | 10.07 | 11.06 | ||
American Funds Washington Mutual A | 83.66B | 8.34 | 8.88 | 10.97 |
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