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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.81 | 2.81 | 0.00 |
Shares | 96.69 | 96.69 | 0.00 |
Preferred | 0.48 | 0.48 | 0.00 |
Other | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.27 | 21.22 |
Price to Book | 3.74 | 4.03 |
Price to Sales | 2.67 | 2.73 |
Price to Cash Flow | 12.03 | 14.14 |
Dividend Yield | 1.55 | 1.50 |
5 Years Earnings Growth | 10.57 | 10.77 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.10 | 29.42 |
Industrials | 13.94 | 9.76 |
Financial Services | 11.28 | 14.77 |
Consumer Cyclical | 9.28 | 10.40 |
Consumer Defensive | 8.79 | 5.87 |
Communication Services | 8.18 | 8.98 |
Healthcare | 8.08 | 11.46 |
Basic Materials | 2.74 | 2.39 |
Energy | 2.54 | 3.64 |
Utilities | 2.51 | 2.58 |
Real Estate | 1.56 | 2.18 |
Number of long holdings: 227
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 6.90 | 349.33 | -1.36% | |
Microsoft | US5949181045 | 6.03 | 513.58 | +0.39% | |
Philip Morris | US7181721090 | 4.11 | 158.06 | +1.33% | |
NVIDIA | US67066G1040 | 3.45 | 183.22 | +0.78% | |
Transdigm | US8936411003 | 2.77 | 1,265.88 | +1.32% | |
Amazon.com | US0231351067 | 2.56 | 213.04 | -0.67% | |
Alphabet C | US02079K1079 | 2.45 | 253.79 | +0.76% | |
Meta Platforms | US30303M1027 | 2.38 | 716.92 | +0.68% | |
Micron | US5951121038 | 1.92 | 202.38 | -0.07% | |
Taiwan Semiconductor | TW0002330008 | 1.62 | 1,450.00 | 0.00% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 170.96B | 17.94 | 28.54 | 15.82 | ||
American Funds American Balanced A | 122.81B | 14.09 | 17.33 | 9.93 | ||
American Funds Invmt Co of Amer A | 104.93B | 17.85 | 28.15 | 14.49 | ||
American Funds Washington Mutual A | 94.6B | 14.61 | 21.44 | 13.70 | ||
American Funds Fundamental Invs A | 85.45B | 19.08 | 26.91 | 14.49 |
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