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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.79 | 3.83 | 0.04 |
Shares | 95.56 | 95.56 | 0.00 |
Bonds | 0.01 | 0.01 | 0.00 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.52 | 0.52 | 0.00 |
Other | 0.11 | 0.11 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.99 | 18.31 |
Price to Book | 4.11 | 2.96 |
Price to Sales | 2.76 | 2.04 |
Price to Cash Flow | 13.96 | 11.71 |
Dividend Yield | 1.25 | 1.96 |
5 Years Earnings Growth | 10.43 | 11.25 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.38 | 21.46 |
Healthcare | 14.84 | 12.21 |
Industrials | 14.10 | 12.39 |
Consumer Cyclical | 13.36 | 12.23 |
Financial Services | 10.72 | 15.55 |
Communication Services | 10.27 | 7.23 |
Consumer Defensive | 4.33 | 6.03 |
Basic Materials | 2.50 | 3.62 |
Energy | 1.88 | 3.96 |
Real Estate | 0.91 | 3.47 |
Utilities | 0.71 | 3.07 |
Number of long holdings: 7
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds Growth Fund of Amer R6 | - | 25.27 | - | - | |
American Funds AMCAP R6 | - | 14.98 | - | - | |
American Funds New Perspective R6 | - | 14.89 | - | - | |
American Funds SMALLCAP World R6 | - | 14.86 | - | - | |
American Funds New Economy R6 | - | 10.09 | - | - | |
American Funds Invmt Co of Amer R6 | - | 9.98 | - | - | |
American Funds Fundamental Invs R6 | - | 9.96 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 164.9B | 10.39 | 24.59 | 14.26 | ||
American Funds American Balanced A | 117.35B | 8.11 | 12.92 | 8.94 | ||
American Funds Invmt Co of Amer A | 102.33B | 10.77 | 23.08 | 12.88 | ||
American Funds Washington Mutual A | 93.12B | 9.00 | 16.96 | 12.43 | ||
American Funds Fundamental Invs A | 82.15B | 11.71 | 22.03 | 12.93 |
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