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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.27 | 5.87 | 1.60 |
Shares | 76.65 | 76.65 | 0.00 |
Bonds | 18.36 | 18.36 | 0.00 |
Convertible | 0.02 | 0.02 | 0.00 |
Preferred | 0.15 | 0.15 | 0.00 |
Other | 0.55 | 0.55 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.42 | 17.42 |
Price to Book | 3.44 | 2.76 |
Price to Sales | 2.36 | 1.92 |
Price to Cash Flow | 13.09 | 11.35 |
Dividend Yield | 1.96 | 2.06 |
5 Years Earnings Growth | 13.02 | 11.50 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.73 | 21.25 |
Healthcare | 13.59 | 12.06 |
Industrials | 13.59 | 11.60 |
Financial Services | 12.11 | 15.50 |
Consumer Cyclical | 9.73 | 9.81 |
Communication Services | 8.42 | 7.24 |
Consumer Defensive | 6.58 | 6.75 |
Energy | 4.18 | 5.47 |
Basic Materials | 3.69 | 3.84 |
Utilities | 2.82 | 3.22 |
Real Estate | 1.57 | 4.39 |
Number of long holdings: 11
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds Invmt Co of Amer R6 | - | 20.17 | - | - | |
American Funds Capital World Gr&Inc R6 | - | 14.98 | - | - | |
American Funds Washington Mutual R6 | - | 10.09 | - | - | |
American Funds American Balanced R6 | - | 10.02 | - | - | |
American Funds Capital Income Bldr R6 | - | 10.00 | - | - | |
American Funds SMALLCAP World R6 | - | 7.95 | - | - | |
American Funds Growth Fund of Amer R6 | - | 7.05 | - | - | |
American Funds Multi-Sector Income R-6 | - | 4.96 | - | - | |
American Funds Global Insight R-6 | - | 4.94 | - | - | |
American Funds Bond Fund of Amer R6 | - | 4.94 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 152.69B | 30.62 | 7.78 | 13.76 | ||
American Funds American Balanced A | 109.72B | 16.59 | 6.58 | 8.25 | ||
American Funds Invmt Co of Amer A | 93.68B | 26.66 | 13.02 | 11.75 | ||
American Funds Washington Mutual A | 87.3B | 22.14 | 11.82 | 11.62 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 23.14 | 5.81 | 10.97 |
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