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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 7.09 | 9.49 | 2.40 |
Shares | 46.38 | 46.38 | 0.00 |
Bonds | 45.95 | 45.95 | 0.00 |
Convertible | 0.06 | 0.06 | 0.00 |
Preferred | 0.05 | 0.05 | 0.00 |
Other | 0.47 | 0.47 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.13 | 16.56 |
Price to Book | 2.69 | 2.48 |
Price to Sales | 2.03 | 1.74 |
Price to Cash Flow | 11.34 | 10.41 |
Dividend Yield | 3.13 | 2.60 |
5 Years Earnings Growth | 8.98 | 10.48 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 16.64 | 15.10 |
Technology | 15.22 | 18.57 |
Healthcare | 14.73 | 12.47 |
Industrials | 11.58 | 11.08 |
Consumer Defensive | 10.42 | 7.42 |
Energy | 7.45 | 6.38 |
Utilities | 6.07 | 3.91 |
Consumer Cyclical | 5.69 | 8.94 |
Real Estate | 4.42 | 6.93 |
Communication Services | 4.39 | 6.18 |
Basic Materials | 3.39 | 4.25 |
Number of long holdings: 8
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds Capital Income Bldr R6 | - | 18.76 | - | - | |
American Funds Income Fund of Amer R6 | - | 18.63 | - | - | |
American Funds Multi-Sector Income R-6 | - | 15.67 | - | - | |
American Funds Bond Fund of Amer R6 | - | 15.51 | - | - | |
American Funds American Mutual R6 | - | 9.92 | - | - | |
American Funds American High-Inc R6 | - | 9.87 | - | - | |
American Funds Washington Mutual R6 | - | 9.86 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 131.68B | 12.54 | 7.60 | 13.07 | ||
American Funds American Balanced A | 100.38B | 6.16 | 5.88 | 8.04 | ||
American Funds Invmt Co of Amer A | 82.83B | 10.43 | 11.90 | 11.47 | ||
American Funds Washington Mutual A | 80.27B | 9.14 | 11.51 | 11.37 | ||
VA CollegeAmerica 529 AMCAP 529A | 81.1B | 10.72 | 6.80 | 10.80 |
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