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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 | 22.66 |
Price to Book | 3.39 | 4.39 |
Price to Sales | 2.70 | 3.37 |
Price to Cash Flow | 13.53 | 15.21 |
Dividend Yield | 1.76 | 1.24 |
5 Years Earnings Growth | 10.70 | 12.69 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.73 | 27.64 |
Healthcare | 15.12 | 14.03 |
Industrials | 14.75 | 11.75 |
Financial Services | 12.99 | 14.02 |
Consumer Cyclical | 12.81 | 13.25 |
Communication Services | 10.88 | 11.14 |
Consumer Defensive | 5.69 | 4.45 |
Basic Materials | 3.64 | 2.77 |
Energy | 2.40 | 2.61 |
Utilities | 0.73 | 1.62 |
Real Estate | 0.26 | 1.47 |
Number of long holdings: 268
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 3.78 | 549.74 | +0.45% | |
Microsoft | US5949181045 | 3.05 | 391.16 | -0.18% | |
Taiwan Semicon | TW0002330008 | 2.72 | 888.00 | +2.78% | |
Broadcom | US11135F1012 | 2.19 | 192.47 | +0.08% | |
Tesla | US88160R1014 | 2.04 | 285.88 | +0.33% | |
NVIDIA | US67066G1040 | 1.70 | 108.73 | -2.05% | |
Netflix | US64110L1061 | 1.63 | 1,110.38 | +0.80% | |
Eli Lilly | US5324571083 | 1.58 | 877.29 | -0.82% | |
EssilorLuxottica | FR0000121667 | 1.56 | 250.10 | -1.26% | |
Vertex | US92532F1003 | 1.42 | 496.49 | +0.54% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 140.34B | -6.42 | 8.56 | 12.54 | ||
American Funds American Balanced A | 107.14B | -0.23 | 6.19 | 8.03 | ||
American Funds Invmt Co of Amer A | 88.05B | -2.99 | 11.35 | 11.42 | ||
American Funds Washington Mutual A | 84.17B | 0.30 | 9.32 | 11.37 | ||
American Funds Income Fund of Amer | 76.75B | 4.67 | 5.78 | 7.11 |
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