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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.62 | 5.32 | 0.70 |
Shares | 62.25 | 62.25 | 0.00 |
Bonds | 31.53 | 31.53 | 0.00 |
Convertible | 0.06 | 0.06 | 0.00 |
Preferred | 0.41 | 0.41 | 0.00 |
Other | 1.14 | 1.14 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.73 | 16.92 |
Price to Book | 2.82 | 2.70 |
Price to Sales | 2.21 | 1.96 |
Price to Cash Flow | 11.16 | 10.69 |
Dividend Yield | 2.76 | 2.58 |
5 Years Earnings Growth | 9.61 | 9.86 |
Name | Net % | Category Average |
---|---|---|
Technology | 16.93 | 18.73 |
Financial Services | 16.57 | 17.83 |
Healthcare | 13.27 | 11.21 |
Industrials | 11.71 | 11.56 |
Consumer Defensive | 9.57 | 7.14 |
Consumer Cyclical | 7.89 | 9.78 |
Communication Services | 6.70 | 6.90 |
Energy | 5.94 | 5.06 |
Utilities | 4.58 | 3.54 |
Basic Materials | 3.78 | 4.02 |
Real Estate | 3.07 | 5.17 |
Number of long holdings: 10
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds Income Fund of Amer R6 | - | 20.21 | - | - | |
American Funds American Balanced R6 | - | 19.79 | - | - | |
American Funds Capital Income Bldr R6 | - | 18.19 | - | - | |
American Funds Capital World Gr&Inc R6 | - | 9.73 | - | - | |
American Funds Multi-Sector Income R-6 | - | 7.16 | - | - | |
American Funds Bond Fund of Amer R6 | - | 5.17 | - | - | |
American Funds American High-Inc R6 | - | 5.06 | - | - | |
American Funds Global Balanced R6 | - | 5.01 | - | - | |
American Funds American Mutual R6 | - | 5.00 | - | - | |
American Funds AMCAP R6 | - | 4.68 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 155.77B | -4.70 | 13.98 | 12.57 | ||
American Funds American Balanced A | 112.96B | -0.52 | 8.11 | 7.88 | ||
American Funds Invmt Co of Amer A | 97.12B | -3.01 | 14.74 | 11.18 | ||
American Funds Washington Mutual A | 90.09B | -0.80 | 11.20 | 11.14 | ||
American Funds Income Fund of Amer | 79.81B | 4.34 | 6.92 | 6.92 |
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