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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 | 27.64 |
Price to Book | 5.56 | 7.20 |
Price to Sales | 3.31 | 4.68 |
Price to Cash Flow | 15.20 | 18.98 |
Dividend Yield | 0.79 | 0.70 |
5 Years Earnings Growth | 18.41 | 16.24 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.83 | 40.72 |
Consumer Cyclical | 15.14 | 13.54 |
Communication Services | 14.74 | 11.99 |
Healthcare | 14.23 | 11.48 |
Industrials | 11.00 | 7.03 |
Financial Services | 8.35 | 9.28 |
Energy | 2.34 | 1.45 |
Basic Materials | 2.09 | 1.72 |
Consumer Defensive | 1.89 | 3.49 |
Utilities | 1.26 | 1.17 |
Real Estate | 0.12 | 1.51 |
Number of long holdings: 317
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 5.89 | 607.75 | +1.32% | |
Microsoft | US5949181045 | 5.86 | 439.33 | +0.94% | |
Amazon.com | US0231351067 | 3.67 | 229.05 | +1.77% | |
Broadcom | US11135F1012 | 3.38 | 239.68 | +3.15% | |
NVIDIA | US67066G1040 | 3.31 | 140.22 | +0.39% | |
Apple | US0378331005 | 2.38 | 258.20 | +1.15% | |
Eli Lilly | US5324571083 | 2.24 | 795.67 | -0.08% | |
Tesla | US88160R1014 | 2.10 | 462.28 | +7.36% | |
Netflix | US64110L1061 | 2.01 | 932.12 | +2.27% | |
Alphabet A | US02079K3059 | 1.97 | 196.11 | +0.76% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 155.78B | 30.62 | 7.78 | 13.76 | ||
American Funds American Balanced A | 111.1B | 16.59 | 6.58 | 8.25 | ||
American Funds Invmt Co of Amer A | 95.33B | 26.66 | 13.02 | 11.75 | ||
American Funds Washington Mutual A | 88.85B | 22.14 | 11.82 | 11.62 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 23.14 | 5.81 | 10.97 |
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