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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.13 | 4.92 | 0.79 |
Shares | 78.82 | 78.82 | 0.00 |
Bonds | 16.17 | 16.17 | 0.00 |
Convertible | 0.04 | 0.04 | 0.00 |
Preferred | 0.33 | 0.33 | 0.00 |
Other | 0.51 | 0.51 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.61 | 17.06 |
Price to Book | 3.32 | 2.53 |
Price to Sales | 2.46 | 1.84 |
Price to Cash Flow | 11.86 | 10.43 |
Dividend Yield | 1.93 | 2.22 |
5 Years Earnings Growth | 10.84 | 10.62 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.11 | 21.49 |
Financial Services | 14.14 | 16.45 |
Healthcare | 13.87 | 11.69 |
Industrials | 13.76 | 11.47 |
Consumer Cyclical | 10.43 | 10.83 |
Communication Services | 8.27 | 7.01 |
Consumer Defensive | 6.83 | 6.22 |
Energy | 3.34 | 4.11 |
Basic Materials | 3.25 | 3.93 |
Utilities | 2.42 | 2.72 |
Real Estate | 1.60 | 4.10 |
Number of long holdings: 24
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds American Balanced R6 | - | 8.07 | - | - | |
American Funds American Mutual R6 | - | 7.14 | - | - | |
American Funds Capital World Gr&Inc R6 | - | 6.98 | - | - | |
American Funds Fundamental Invs R6 | - | 6.78 | - | - | |
American Funds New Perspective R6 | - | 6.73 | - | - | |
American Funds AMCAP R6 | - | 6.72 | - | - | |
American Funds Growth Fund of Amer R6 | - | 6.72 | - | - | |
American Funds Washington Mutual R6 | - | 5.98 | - | - | |
American Funds SMALLCAP World R6 | - | 5.67 | - | - | |
American Funds US Government Sec R6 | - | 5.13 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds 2035 Trgt Date RetR6 | 35.77B | 5.04 | 9.68 | 8.72 | ||
American Funds 2030 Trgt Date RetR6 | 34.81B | 4.86 | 8.30 | 7.66 | ||
American Funds Bond Fund of Amer F2 | 31.24B | 2.50 | 1.40 | 1.91 | ||
American Funds 2045 Trgt Date RetR6 | 29.48B | 5.33 | 11.46 | 9.55 | ||
American Funds 2050 Trgt Date RetR6 | 26.96B | 5.17 | 11.65 | 9.60 |
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