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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.880 | 2.880 | 0.000 |
Shares | 96.720 | 96.720 | 0.000 |
Preferred | 0.320 | 0.320 | 0.000 |
Other | 0.080 | 0.080 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.424 | 27.709 |
Price to Book | 5.050 | 7.109 |
Price to Sales | 3.229 | 4.684 |
Price to Cash Flow | 13.517 | 18.394 |
Dividend Yield | 0.688 | 0.702 |
5 Years Earnings Growth | 13.019 | 13.642 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.050 | 39.479 |
Communication Services | 22.100 | 12.693 |
Healthcare | 13.550 | 10.844 |
Consumer Cyclical | 12.720 | 14.452 |
Industrials | 9.430 | 6.883 |
Financial Services | 6.950 | 9.904 |
Energy | 2.900 | 1.382 |
Consumer Defensive | 2.230 | 3.493 |
Basic Materials | 1.490 | 1.640 |
Utilities | 1.190 | 1.149 |
Real Estate | 0.390 | 1.467 |
Number of long holdings: 225
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 8.59 | 601.09 | +0.72% | |
Netflix | US64110L1061 | 5.81 | 1,148.10 | -0.63% | |
Tesla | US88160R1014 | 4.43 | 287.56 | +4.10% | |
Microsoft | US5949181045 | 4.16 | 440.07 | +1.55% | |
NVIDIA | US67066G1040 | 3.82 | 117.82 | +0.65% | |
Broadcom | US11135F1012 | 3.04 | 208.79 | +1.94% | |
Amazon.com | US0231351067 | 2.33 | 192.87 | +2.20% | |
Transdigm | US8936411003 | 2.33 | 1,393.23 | +0.76% | |
Alphabet C | US02079K1079 | 2.28 | 156.53 | +2.44% | |
Intuitive Surgical | US46120E6023 | 2.25 | 541.51 | +1.00% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 143.21B | -6.42 | 8.56 | 12.54 | ||
American Funds American Balanced A | 108.32B | -0.23 | 6.19 | 8.03 | ||
American Funds Invmt Co of Amer A | 90.13B | -2.99 | 11.35 | 11.42 | ||
American Funds Washington Mutual A | 85.51B | 0.30 | 9.32 | 11.37 | ||
American Funds Income Fund of Amer | 77.51B | 4.67 | 5.78 | 7.11 |
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