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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 | 16.08 |
Price to Book | 1.84 | 2.50 |
Price to Sales | 1.34 | 1.72 |
Price to Cash Flow | 8.52 | 10.49 |
Dividend Yield | 3.10 | 2.49 |
5 Years Earnings Growth | 6.76 | 9.27 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.76 | 21.45 |
Healthcare | 19.73 | 14.63 |
Consumer Defensive | 12.48 | 8.21 |
Industrials | 10.00 | 11.93 |
Energy | 9.09 | 7.40 |
Technology | 6.99 | 13.18 |
Utilities | 6.66 | 5.21 |
Communication Services | 4.78 | 5.87 |
Real Estate | 4.03 | 3.38 |
Consumer Cyclical | 3.57 | 7.09 |
Basic Materials | 0.91 | 3.38 |
Number of long holdings: 102
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Berkshire Hathaway A | US0846701086 | 4.05 | 734,405 | +0.18% | |
J&J | US4781601046 | 3.15 | 179.29 | +0.20% | |
JPMorgan | US46625H1005 | 2.89 | 296.24 | +1.64% | |
Medtronic | IE00BTN1Y115 | 2.64 | 92.71 | +1.77% | |
Exxon Mobil | US30231G1022 | 2.58 | 111.28 | +1.88% | |
Cisco | US17275R1023 | 2.42 | 67.32 | +0.45% | |
U.S. Bancorp | US9029733048 | 2.18 | 48.28 | +4.57% | |
Zimmer Biomet | US98956P1021 | 1.87 | 107.71 | +3.15% | |
Bank of America | US0605051046 | 1.86 | 49.48 | +2.53% | |
Pfizer | US7170811035 | 1.80 | 25.88 | +0.54% |
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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