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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.44 | 7.80 | 1.36 |
Shares | 74.32 | 74.32 | 0.00 |
Bonds | 18.52 | 18.52 | 0.00 |
Convertible | 0.03 | 0.03 | 0.00 |
Preferred | 0.13 | 0.13 | 0.00 |
Other | 0.56 | 0.56 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.95 | 17.31 |
Price to Book | 3.30 | 2.66 |
Price to Sales | 2.24 | 1.79 |
Price to Cash Flow | 12.85 | 10.83 |
Dividend Yield | 2.02 | 2.11 |
5 Years Earnings Growth | 12.13 | 11.36 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.23 | 20.54 |
Healthcare | 14.21 | 12.75 |
Industrials | 13.94 | 11.68 |
Financial Services | 11.78 | 15.22 |
Consumer Cyclical | 10.06 | 10.05 |
Communication Services | 7.24 | 7.06 |
Consumer Defensive | 7.02 | 6.76 |
Energy | 4.56 | 5.64 |
Basic Materials | 4.51 | 3.98 |
Utilities | 2.88 | 2.96 |
Real Estate | 1.57 | 4.40 |
Number of long holdings: 11
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds Capital World Gr&Inc R6 | - | 19.39 | - | - | |
American Funds Invmt Co of Amer R6 | - | 19.37 | - | - | |
American Funds Capital Income Bldr R6 | - | 9.80 | - | - | |
American Funds American Balanced R6 | - | 9.77 | - | - | |
American Funds Washington Mutual R6 | - | 9.72 | - | - | |
American Funds SMALLCAP World R6 | - | 7.85 | - | - | |
American Funds Growth Fund of Amer R6 | - | 6.77 | - | - | |
American Funds Strategic Bond R-6 | - | 5.01 | - | - | |
American Funds Bond Fund of Amer R6 | - | 4.98 | - | - | |
American Funds Multi-Sector Income R-6 | - | 4.97 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 134.43B | 12.54 | 7.60 | 13.07 | ||
American Funds American Balanced A | 101.66B | 6.16 | 5.88 | 8.04 | ||
American Funds Invmt Co of Amer A | 84.3B | 10.43 | 11.90 | 11.47 | ||
American Funds Washington Mutual A | 81.21B | 9.14 | 11.51 | 11.37 | ||
VA CollegeAmerica 529 AMCAP 529A | 81.1B | 10.72 | 6.80 | 10.80 |
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