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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 7.19 | 7.19 | 0.00 |
Shares | 92.69 | 92.69 | 0.00 |
Bonds | 0.07 | 0.07 | 0.00 |
Preferred | 0.06 | 0.06 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.09 | 19.63 |
Price to Book | 4.08 | 3.70 |
Price to Sales | 2.96 | 2.36 |
Price to Cash Flow | 15.24 | 13.57 |
Dividend Yield | 1.59 | 1.61 |
5 Years Earnings Growth | 12.84 | 11.61 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.98 | 26.58 |
Industrials | 15.10 | 10.15 |
Healthcare | 13.15 | 13.75 |
Financial Services | 11.02 | 14.22 |
Communication Services | 10.48 | 8.16 |
Consumer Cyclical | 10.30 | 10.29 |
Consumer Defensive | 5.66 | 6.51 |
Basic Materials | 3.92 | 2.74 |
Utilities | 2.15 | 2.39 |
Energy | 2.15 | 4.38 |
Real Estate | 1.08 | 2.38 |
Number of long holdings: 209
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 7.80 | - | - | |
Broadcom Inc | - | 5.79 | - | - | |
Meta Platforms Inc Class A | - | 4.20 | - | - | |
GE Aerospace | - | 4.12 | - | - | |
Amazon.com Inc | - | 3.46 | - | - | |
Alphabet Inc Class A | - | 2.12 | - | - | |
RTX Corp | - | 2.06 | - | - | |
Abbott Laboratories | - | 2.02 | - | - | |
Mastercard Inc Class A | - | 2.01 | - | - | |
Alphabet Inc Class C | - | 1.93 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 134.43B | 12.54 | 7.60 | 13.07 | ||
American Funds American Balanced A | 101.66B | 6.16 | 5.88 | 8.04 | ||
American Funds Invmt Co of Amer A | 84.3B | 10.43 | 11.90 | 11.47 | ||
American Funds Washington Mutual A | 81.21B | 9.14 | 11.51 | 11.37 | ||
VA CollegeAmerica 529 AMCAP 529A | 81.1B | 10.72 | 6.80 | 10.80 |
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