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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.13 | 2.13 | 0.00 |
Shares | 97.86 | 97.86 | 0.00 |
Other | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.39 | 18.96 |
Price to Book | 3.58 | 3.60 |
Price to Sales | 2.16 | 2.28 |
Price to Cash Flow | 12.66 | 13.12 |
Dividend Yield | 1.66 | 1.66 |
5 Years Earnings Growth | 11.32 | 11.30 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.12 | 26.36 |
Healthcare | 13.42 | 13.90 |
Industrials | 12.43 | 10.09 |
Financial Services | 11.05 | 14.15 |
Consumer Cyclical | 8.83 | 10.26 |
Consumer Defensive | 8.66 | 6.63 |
Communication Services | 7.71 | 8.12 |
Basic Materials | 3.99 | 2.76 |
Energy | 3.93 | 4.45 |
Utilities | 2.62 | 2.45 |
Real Estate | 1.24 | 2.45 |
Number of long holdings: 259
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 6.38 | 1,325.41 | +0.51% | |
Microsoft | US5949181045 | 5.97 | 420.72 | -0.17% | |
Meta Platforms | US30303M1027 | 2.55 | 485.58 | -1.68% | |
Alphabet C | US02079K1079 | 2.50 | 152.26 | +0.21% | |
Philip Morris | US7181721090 | 2.36 | 91.62 | -0.66% | |
Transdigm | US8936411003 | 1.89 | 1,231.60 | -0.18% | |
UnitedHealth | US91324P1021 | 1.82 | 494.70 | +0.32% | |
Novo Nordisk B | DK0062498333 | 1.73 | 881.3 | -0.79% | |
Amazon.com | US0231351067 | 1.41 | 180.38 | +0.31% | |
Salesforce Inc | US79466L3024 | 1.34 | 301.18 | -0.07% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 138.83B | 9.15 | 6.82 | 12.49 | ||
American Funds American Balanced A | 104.14B | 3.31 | 5.92 | 7.83 | ||
American Funds Invmt Co of Amer A | 86.28B | 6.71 | 12.25 | 11.15 | ||
American Funds Washington Mutual A | 84.24B | 5.52 | 12.23 | 11.13 | ||
VA CollegeAmerica 529 AMCAP 529A | 81.1B | 7.98 | 6.60 | 10.37 |
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