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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.92 | 3.21 | 0.29 |
Shares | 96.52 | 96.52 | 0.00 |
Preferred | 0.17 | 0.17 | 0.00 |
Other | 0.39 | 0.39 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.97 | 23.49 |
Price to Book | 5.01 | 4.49 |
Price to Sales | 3.22 | 3.42 |
Price to Cash Flow | 16.17 | 16.24 |
Dividend Yield | 0.75 | 1.18 |
5 Years Earnings Growth | 20.68 | 15.18 |
Name | Net % | Category Average |
---|---|---|
Technology | 40.05 | 28.78 |
Healthcare | 18.63 | 15.69 |
Consumer Cyclical | 11.22 | 12.40 |
Communication Services | 9.02 | 10.03 |
Financial Services | 8.99 | 12.32 |
Industrials | 8.09 | 11.63 |
Energy | 1.57 | 3.08 |
Consumer Defensive | 1.34 | 4.34 |
Basic Materials | 0.82 | 3.28 |
Real Estate | 0.14 | 1.72 |
Utilities | 0.12 | 1.26 |
Number of long holdings: 215
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 6.18 | 163.94 | +0.42% | |
Microsoft | US5949181045 | 5.01 | 412.87 | -0.43% | |
Amazon.com | US0231351067 | 3.88 | 198.38 | -2.22% | |
Meta Platforms | US30303M1027 | 3.30 | 563.09 | -0.43% | |
NVIDIA | US67066G1040 | 2.68 | 146.67 | +0.53% | |
Taiwan Semicon | TW0002330008 | 2.48 | 1,010.00 | -1.46% | |
UnitedHealth | US91324P1021 | 2.23 | 597.49 | -0.50% | |
SK Hynix Inc | KR7000660001 | 2.09 | 176,700 | +4.68% | |
Eli Lilly | US5324571083 | 2.07 | 749.92 | -0.46% | |
MercadoLibre | US58733R1023 | 2.01 | 1,968.15 | +1.91% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 146.03B | 22.40 | 4.47 | 13.21 | ||
American Funds American Balanced A | 109.12B | 13.30 | 5.24 | 8.16 | ||
American Funds Invmt Co of Amer A | 91.92B | 21.32 | 10.63 | 11.49 | ||
American Funds Washington Mutual A | 87.48B | 17.54 | 9.75 | 11.40 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 17.00 | 2.94 | 10.60 |
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