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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.84 | 2.84 | 0.00 |
Shares | 96.85 | 96.85 | 0.00 |
Other | 0.31 | 0.31 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.04 | 23.86 |
Price to Book | 3.67 | 4.55 |
Price to Sales | 2.92 | 3.46 |
Price to Cash Flow | 13.87 | 15.79 |
Dividend Yield | 1.74 | 1.21 |
5 Years Earnings Growth | 10.16 | 11.94 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.78 | 29.10 |
Industrials | 14.96 | 12.29 |
Financial Services | 12.78 | 13.87 |
Communication Services | 12.67 | 11.23 |
Consumer Cyclical | 12.61 | 12.83 |
Healthcare | 12.60 | 13.10 |
Consumer Defensive | 5.61 | 4.55 |
Basic Materials | 3.57 | 2.57 |
Energy | 1.70 | 2.35 |
Utilities | 0.56 | 1.67 |
Real Estate | 0.17 | 1.68 |
Number of long holdings: 279
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 4.37 | 754.79 | +2.12% | |
Microsoft | US5949181045 | 3.61 | 507.23 | +0.59% | |
Taiwan Semicon | TW0002330008 | 3.11 | 1,135.00 | -1.30% | |
Broadcom | US11135F1012 | 2.98 | 294.00 | +1.52% | |
Tesla | US88160R1014 | 2.21 | 340.01 | +6.22% | |
Netflix | US64110L1061 | 2.07 | 1,204.65 | -0.13% | |
NVIDIA | US67066G1040 | 1.83 | 177.99 | +1.72% | |
Vertex | US92532F1003 | 1.31 | 395.12 | -0.59% | |
Eli Lilly | US5324571083 | 1.30 | 711.68 | +0.26% | |
Royal Caribbean Cruises | LR0008862868 | 1.20 | 344.67 | +6.04% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 167.15B | 12.58 | 21.42 | 14.22 | ||
American Funds American Balanced A | 118.52B | 9.08 | 11.61 | 8.84 | ||
American Funds Invmt Co of Amer A | 103.59B | 13.02 | 21.44 | 12.90 | ||
American Funds Washington Mutual A | 94.08B | 10.04 | 15.43 | 12.34 | ||
American Funds Fundamental Invs A | 82.6B | 13.72 | 19.83 | 12.93 |
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