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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.63 | 5.96 | 1.33 |
Shares | 66.59 | 66.59 | 0.00 |
Bonds | 27.69 | 27.69 | 0.00 |
Convertible | 0.03 | 0.03 | 0.00 |
Preferred | 0.10 | 0.10 | 0.00 |
Other | 0.96 | 0.96 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.59 | 19.12 |
Price to Book | 3.15 | 3.30 |
Price to Sales | 2.10 | 2.28 |
Price to Cash Flow | 11.74 | 12.45 |
Dividend Yield | 2.30 | 1.92 |
5 Years Earnings Growth | 10.22 | 10.74 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.39 | 24.63 |
Financial Services | 14.33 | 15.74 |
Healthcare | 13.86 | 12.39 |
Industrials | 12.70 | 10.32 |
Consumer Cyclical | 8.77 | 10.00 |
Consumer Defensive | 8.08 | 6.01 |
Communication Services | 7.42 | 7.61 |
Energy | 4.75 | 4.86 |
Basic Materials | 3.96 | 3.15 |
Utilities | 3.50 | 3.24 |
Real Estate | 2.24 | 3.34 |
Number of long holdings: 10
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds American Balanced R6 | - | 25.20 | - | - | |
American Funds Washington Mutual R6 | - | 15.20 | - | - | |
American Funds Global Balanced R6 | - | 14.81 | - | - | |
American Funds Capital World Gr&Inc R6 | - | 10.19 | - | - | |
American Funds Income Fund of Amer R6 | - | 10.11 | - | - | |
American Funds New Perspective R6 | - | 5.16 | - | - | |
American Funds Multi-Sector Income R-6 | - | 4.91 | - | - | |
American Funds SMALLCAP World R6 | - | 4.85 | - | - | |
American Funds Bond Fund of Amer R6 | - | 4.81 | - | - | |
American Funds Strategic Bond R-6 | - | 4.80 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 167.75B | 12.58 | 21.42 | 14.22 | ||
American Funds American Balanced A | 118.57B | 9.08 | 11.61 | 8.84 | ||
American Funds Invmt Co of Amer A | 103.78B | 13.02 | 21.44 | 12.90 | ||
American Funds Washington Mutual A | 93.93B | 10.04 | 15.43 | 12.34 | ||
American Funds Fundamental Invs A | 82.57B | 13.72 | 19.83 | 12.93 |
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