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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.690 | 1.690 | 0.000 |
Shares | 98.310 | 98.310 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.624 | 16.078 |
Price to Book | 2.032 | 2.503 |
Price to Sales | 1.493 | 1.724 |
Price to Cash Flow | 8.868 | 10.493 |
Dividend Yield | 3.012 | 2.492 |
5 Years Earnings Growth | 7.982 | 9.271 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.800 | 21.447 |
Healthcare | 19.000 | 14.629 |
Industrials | 12.840 | 11.933 |
Consumer Defensive | 11.840 | 8.209 |
Energy | 7.470 | 7.397 |
Technology | 6.530 | 13.182 |
Utilities | 6.030 | 5.213 |
Communication Services | 5.930 | 5.866 |
Real Estate | 3.570 | 3.380 |
Consumer Cyclical | 2.990 | 7.085 |
Basic Materials | 2.010 | 3.381 |
Number of long holdings: 98
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Berkshire Hathaway A | US0846701086 | 3.41 | 734,405 | +0.18% | |
J&J | US4781601046 | 3.06 | 179.29 | +0.20% | |
JPMorgan | US46625H1005 | 2.96 | 296.24 | +1.64% | |
Exxon Mobil | US30231G1022 | 2.43 | 111.28 | +1.88% | |
U.S. Bancorp | US9029733048 | 2.27 | 48.28 | +4.57% | |
Cisco | US17275R1023 | 2.25 | 67.32 | +0.45% | |
Medtronic | IE00BTN1Y115 | 1.91 | 92.71 | +1.77% | |
Bank of America | US0605051046 | 1.90 | 49.48 | +2.53% | |
Verizon | US92343V1044 | 1.74 | 44.44 | -1.31% | |
Alphabet A | US02079K3059 | 1.55 | 206.09 | +3.17% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Century Ultra Inv | 22.11B | 4.74 | 18.46 | 15.86 | ||
American Century Growth Inv | 10.92B | 7.05 | 19.08 | 15.02 | ||
American Century Select Inv | 5.23B | 6.61 | 17.31 | 14.76 | ||
American Century Heritage Inv | 4.48B | 11.27 | 16.67 | 11.14 | ||
American Century Equity Income Inv | 2.87B | 6.41 | 6.97 | 8.54 |
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