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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.21 | 3.21 | 0.00 |
Shares | 96.68 | 96.68 | 0.00 |
Other | 0.10 | 0.11 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.81 | 22.46 |
Price to Book | 3.39 | 4.33 |
Price to Sales | 2.70 | 3.31 |
Price to Cash Flow | 13.53 | 15.05 |
Dividend Yield | 1.76 | 1.25 |
5 Years Earnings Growth | 10.70 | 12.63 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.73 | 27.34 |
Healthcare | 15.12 | 14.10 |
Industrials | 14.75 | 11.79 |
Financial Services | 12.99 | 14.14 |
Consumer Cyclical | 12.81 | 13.38 |
Communication Services | 10.88 | 11.06 |
Consumer Defensive | 5.69 | 4.55 |
Basic Materials | 3.64 | 2.67 |
Energy | 2.40 | 2.65 |
Utilities | 0.73 | 1.64 |
Real Estate | 0.26 | 1.53 |
Number of long holdings: 268
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 3.78 | 629.60 | -1.09% | |
Microsoft | US5949181045 | 3.05 | 451.29 | -0.79% | |
Taiwan Semicon | TW0002330008 | 2.72 | 982.00 | -0.81% | |
Broadcom | US11135F1012 | 2.19 | 228.81 | -0.75% | |
Tesla | US88160R1014 | 2.04 | 339.38 | -0.49% | |
NVIDIA | US67066G1040 | 1.70 | 131.01 | -1.37% | |
Netflix | US64110L1061 | 1.63 | 1,188.38 | +0.03% | |
Eli Lilly | US5324571083 | 1.58 | 710.71 | -0.63% | |
EssilorLuxottica | FR0000121667 | 1.56 | 250.00 | -4.80% | |
Vertex | US92532F1003 | 1.42 | 434.86 | +0.19% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 152.83B | -4.70 | 13.98 | 12.57 | ||
American Funds American Balanced A | 111.4B | -0.52 | 8.11 | 7.88 | ||
American Funds Invmt Co of Amer A | 94.93B | -3.01 | 14.74 | 11.18 | ||
American Funds Washington Mutual A | 89.05B | -0.80 | 11.20 | 11.14 | ||
American Funds Income Fund of Amer | 79.34B | 4.34 | 6.92 | 6.92 |
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