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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.26 | 4.40 | 1.14 |
Shares | 64.07 | 64.07 | 0.00 |
Bonds | 29.63 | 29.63 | 0.00 |
Convertible | 0.02 | 0.02 | 0.00 |
Preferred | 0.42 | 0.42 | 0.00 |
Other | 2.60 | 2.60 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.59 | 19.12 |
Price to Book | 3.85 | 3.30 |
Price to Sales | 2.80 | 2.28 |
Price to Cash Flow | 12.32 | 12.45 |
Dividend Yield | 1.73 | 1.92 |
5 Years Earnings Growth | 10.39 | 10.74 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.24 | 24.63 |
Financial Services | 13.24 | 15.74 |
Industrials | 12.08 | 10.32 |
Communication Services | 10.26 | 7.61 |
Healthcare | 9.48 | 12.39 |
Consumer Defensive | 8.55 | 6.01 |
Consumer Cyclical | 6.55 | 10.00 |
Energy | 3.85 | 4.86 |
Basic Materials | 3.63 | 3.15 |
Utilities | 2.55 | 3.24 |
Real Estate | 1.57 | 3.34 |
Number of long holdings: 3,812
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 4.76 | 294.00 | +1.52% | |
Microsoft | US5949181045 | 3.60 | 507.23 | +0.59% | |
Cap Grp Cent Fd Ser Ii | - | 2.60 | - | - | |
Philip Morris | US7181721090 | 2.50 | 171.75 | -1.57% | |
Taiwan Semiconductor | US8740391003 | 2.14 | 232.99 | +2.49% | |
Meta Platforms | US30303M1027 | 2.00 | 754.79 | +2.12% | |
NVIDIA | US67066G1040 | 1.63 | 177.99 | +1.72% | |
Alphabet C | US02079K1079 | 1.57 | 206.72 | +3.04% | |
Amazon.com | US0231351067 | 1.45 | 228.84 | +3.10% | |
JPMorgan | US46625H1005 | 1.03 | 296.24 | +1.64% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 164.01B | 12.58 | 21.42 | 14.22 | ||
American Funds American Balanced A | 117.23B | 9.08 | 11.61 | 8.84 | ||
American Funds Invmt Co of Amer A | 102.11B | 13.02 | 21.44 | 12.90 | ||
American Funds Washington Mutual A | 92.97B | 10.04 | 15.43 | 12.34 | ||
American Funds Fundamental Invs A | 81.36B | 13.72 | 19.83 | 12.93 |
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