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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.01 | 2.01 | 0.00 |
Shares | 97.99 | 97.99 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.05 | 15.35 |
Price to Book | 1.90 | 2.42 |
Price to Sales | 1.40 | 1.63 |
Price to Cash Flow | 8.92 | 10.17 |
Dividend Yield | 3.05 | 2.60 |
5 Years Earnings Growth | 6.65 | 9.61 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 22.45 | 20.55 |
Healthcare | 18.30 | 15.26 |
Consumer Defensive | 12.21 | 8.43 |
Industrials | 10.74 | 11.94 |
Energy | 9.53 | 8.46 |
Technology | 7.11 | 12.47 |
Communication Services | 5.64 | 5.48 |
Utilities | 5.30 | 5.00 |
Consumer Cyclical | 4.09 | 6.48 |
Real Estate | 2.94 | 3.60 |
Basic Materials | 1.68 | 3.93 |
Number of long holdings: 106
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Berkshire Hathaway Inc Class A | - | 3.69 | - | - | |
Medtronic | IE00BTN1Y115 | 3.15 | 84.65 | -1.48% | |
Johnson & Johnson | - | 3.04 | - | - | |
JPMorgan Chase & Co | - | 2.92 | - | - | |
Bank of America | US0605051046 | 2.57 | 39.13 | -0.41% | |
Exxon Mobil Corp | - | 2.48 | - | - | |
Cisco Systems Inc | - | 2.39 | - | - | |
U.S. Bancorp | - | 2.26 | - | - | |
Verizon Communications Inc | - | 2.17 | - | - | |
Zimmer Biomet Holdings Inc | - | 1.87 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Century Ultra Inv | 19.68B | 6.80 | 5.69 | 15.51 | ||
American Century Growth Inv | 9.97B | 6.92 | 7.18 | 14.19 | ||
American Century Select Inv | 4.65B | 4.60 | 6.26 | 14.13 | ||
American Century Heritage Inv | 4B | 6.67 | -0.93 | 10.23 | ||
American Century Mid Cap Value R6 | 3.34B | 1.17 | 4.11 | 8.77 |
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