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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.32 | 2.32 | 0.00 |
Shares | 97.68 | 97.68 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.46 | 15.92 |
Price to Book | 1.84 | 2.48 |
Price to Sales | 1.34 | 1.71 |
Price to Cash Flow | 8.52 | 10.44 |
Dividend Yield | 3.10 | 2.51 |
5 Years Earnings Growth | 6.76 | 9.40 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.76 | 21.38 |
Healthcare | 19.73 | 14.93 |
Consumer Defensive | 12.48 | 8.42 |
Industrials | 10.00 | 11.92 |
Energy | 9.09 | 7.46 |
Technology | 6.99 | 12.93 |
Utilities | 6.66 | 5.29 |
Communication Services | 4.78 | 5.62 |
Real Estate | 4.03 | 3.43 |
Consumer Cyclical | 3.57 | 6.87 |
Basic Materials | 0.91 | 3.41 |
Number of long holdings: 102
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Berkshire Hathaway A | US0846701086 | 4.05 | 719,850 | +0.79% | |
J&J | US4781601046 | 3.15 | 164.74 | -1.51% | |
JPMorgan | US46625H1005 | 2.89 | 296.24 | -1.13% | |
Medtronic | IE00BTN1Y115 | 2.64 | 90.24 | -1.53% | |
Exxon Mobil | US30231G1022 | 2.58 | 111.64 | -0.23% | |
Cisco | US17275R1023 | 2.42 | 68.08 | -0.29% | |
U.S. Bancorp | US9029733048 | 2.18 | 44.96 | -2.01% | |
Zimmer Biomet | US98956P1021 | 1.87 | 91.65 | -1.79% | |
Bank of America | US0605051046 | 1.86 | 47.27 | -1.44% | |
Pfizer | US7170811035 | 1.80 | 23.29 | -2.18% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Century Ultra Inv | 21.93B | 2.64 | 23.05 | 16.09 | ||
American Century Growth Inv | 10.82B | 3.28 | 22.10 | 14.95 | ||
American Century Select Inv | 5.17B | 2.89 | 20.71 | 14.57 | ||
American Century Heritage Inv | 4.54B | 9.71 | 21.21 | 11.17 | ||
American Century Equity Income Inv | 2.83B | 4.35 | 7.99 | 8.46 |
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