Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.76 | 3.85 | 0.09 |
Shares | 95.87 | 95.87 | 0.00 |
Bonds | 0.01 | 0.01 | 0.00 |
Preferred | 0.28 | 0.28 | 0.00 |
Other | 0.08 | 0.08 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.98 | 17.83 |
Price to Book | 4.14 | 2.81 |
Price to Sales | 2.70 | 1.93 |
Price to Cash Flow | 14.48 | 11.50 |
Dividend Yield | 1.15 | 2.01 |
5 Years Earnings Growth | 16.55 | 12.01 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.42 | 21.13 |
Healthcare | 14.64 | 12.63 |
Industrials | 14.17 | 12.48 |
Consumer Cyclical | 12.44 | 11.69 |
Communication Services | 10.43 | 6.73 |
Financial Services | 9.38 | 15.17 |
Consumer Defensive | 3.80 | 6.01 |
Basic Materials | 2.75 | 3.78 |
Energy | 2.34 | 4.42 |
Utilities | 0.96 | 2.86 |
Real Estate | 0.66 | 4.05 |
Number of long holdings: 7
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds Growth Fund of Amer R6 | - | 25.13 | - | - | |
American Funds AMCAP R6 | - | 14.98 | - | - | |
American Funds New Perspective R6 | - | 14.97 | - | - | |
American Funds SMALLCAP World R6 | - | 14.94 | - | - | |
American Funds Invmt Co of Amer R6 | - | 10.04 | - | - | |
American Funds New Economy R6 | - | 10.01 | - | - | |
American Funds Fundamental Invs R6 | - | 9.95 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 152.15B | 22.91 | 7.56 | 13.48 | ||
American Funds American Balanced A | 111.29B | 14.57 | 6.92 | 8.44 | ||
American Funds Invmt Co of Amer A | 94.88B | 22.22 | 13.09 | 11.86 | ||
American Funds Washington Mutual A | 89.8B | 18.96 | 12.61 | 11.73 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 18.82 | 6.02 | 11.01 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review