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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.60 | 3.76 | 0.16 |
Shares | 96.03 | 96.03 | 0.00 |
Preferred | 0.32 | 0.32 | 0.00 |
Other | 0.05 | 0.05 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.64 | 28.31 |
Price to Book | 5.56 | 6.93 |
Price to Sales | 3.31 | 4.42 |
Price to Cash Flow | 15.20 | 18.72 |
Dividend Yield | 0.79 | 0.72 |
5 Years Earnings Growth | 18.41 | 15.83 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.83 | 39.80 |
Consumer Cyclical | 15.14 | 13.57 |
Communication Services | 14.74 | 11.50 |
Healthcare | 14.23 | 12.50 |
Industrials | 11.00 | 7.04 |
Financial Services | 8.35 | 9.24 |
Energy | 2.34 | 1.64 |
Basic Materials | 2.09 | 1.78 |
Consumer Defensive | 1.89 | 3.62 |
Utilities | 1.26 | 1.10 |
Real Estate | 0.12 | 1.56 |
Number of long holdings: 317
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 5.89 | 567.58 | -4.09% | |
Microsoft | US5949181045 | 5.86 | 406.35 | -6.03% | |
Amazon.com | US0231351067 | 3.67 | 186.40 | -3.28% | |
Broadcom | US11135F1012 | 3.38 | 169.77 | -3.89% | |
NVIDIA | US67066G1040 | 3.31 | 132.76 | -4.72% | |
Apple | US0378331005 | 2.38 | 225.68 | -1.92% | |
Eli Lilly | US5324571083 | 2.24 | 829.74 | -2.02% | |
Tesla | US88160R1014 | 2.10 | 249.85 | -2.99% | |
Netflix | US64110L1061 | 2.01 | 756.03 | +0.30% | |
Alphabet A | US02079K3059 | 1.97 | 171.11 | -1.92% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 110.29B | 14.57 | 6.92 | 8.44 | ||
American Funds Invmt Co of Amer A | 93.58B | 22.22 | 13.09 | 11.86 | ||
American Funds Washington Mutual A | 88.58B | 18.96 | 12.61 | 11.73 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 18.82 | 6.02 | 11.01 | ||
American Funds Income Fund of Amer | 78.72B | 13.07 | 6.80 | 7.14 |
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