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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.29 | 5.29 | 0.00 |
Shares | 94.42 | 94.42 | 0.00 |
Preferred | 0.28 | 0.28 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.67 | 16.08 |
Price to Book | 3.51 | 2.50 |
Price to Sales | 2.77 | 1.72 |
Price to Cash Flow | 14.47 | 10.49 |
Dividend Yield | 2.33 | 2.49 |
5 Years Earnings Growth | 8.34 | 9.27 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.96 | 13.18 |
Industrials | 14.13 | 11.93 |
Financial Services | 14.06 | 21.45 |
Healthcare | 13.93 | 14.63 |
Consumer Defensive | 7.55 | 8.21 |
Utilities | 7.34 | 5.21 |
Consumer Cyclical | 6.21 | 7.09 |
Communication Services | 3.91 | 5.87 |
Energy | 3.88 | 7.40 |
Real Estate | 2.57 | 3.38 |
Basic Materials | 2.47 | 3.38 |
Number of long holdings: 170
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.96 | 507.23 | +0.59% | |
Broadcom | US11135F1012 | 4.14 | 294.00 | +1.52% | |
Rtx Corp | US75513E1010 | 3.81 | 156.24 | -0.05% | |
GE Aerospace | US3696043013 | 3.12 | 266.53 | -0.81% | |
Apple | US0378331005 | 2.32 | 227.76 | +1.27% | |
JPMorgan | US46625H1005 | 2.18 | 296.24 | +1.64% | |
Meta Platforms | US30303M1027 | 2.09 | 754.79 | +2.12% | |
Eli Lilly | US5324571083 | 1.90 | 711.68 | +0.26% | |
International Paper | US4601461035 | 1.77 | 48.89 | +1.79% | |
AbbVie | US00287Y1091 | 1.76 | 210.60 | +0.53% |
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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