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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.75 | 5.44 | 0.69 |
Shares | 62.79 | 62.79 | 0.00 |
Bonds | 30.86 | 30.86 | 0.00 |
Convertible | 0.05 | 0.05 | 0.00 |
Preferred | 0.40 | 0.40 | 0.00 |
Other | 1.14 | 1.14 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.93 | 19.12 |
Price to Book | 2.91 | 3.30 |
Price to Sales | 2.19 | 2.28 |
Price to Cash Flow | 11.46 | 12.45 |
Dividend Yield | 2.72 | 1.92 |
5 Years Earnings Growth | 8.98 | 10.74 |
Name | Net % | Category Average |
---|---|---|
Technology | 17.09 | 24.63 |
Financial Services | 16.48 | 15.74 |
Healthcare | 13.29 | 12.39 |
Industrials | 11.74 | 10.32 |
Consumer Defensive | 9.49 | 6.01 |
Consumer Cyclical | 7.96 | 10.00 |
Communication Services | 6.73 | 7.61 |
Energy | 5.88 | 4.86 |
Utilities | 4.53 | 3.24 |
Basic Materials | 3.78 | 3.15 |
Real Estate | 3.02 | 3.34 |
Number of long holdings: 10
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds American Balanced R6 | - | 20.07 | - | - | |
American Funds Income Fund of Amer R6 | - | 19.94 | - | - | |
American Funds Capital Income Bldr R6 | - | 17.94 | - | - | |
American Funds Capital World Gr&Inc R6 | - | 10.12 | - | - | |
American Funds Multi-Sector Income R-6 | - | 6.94 | - | - | |
American Funds AMCAP R6 | - | 5.12 | - | - | |
American Funds American Mutual R6 | - | 5.00 | - | - | |
American Funds Global Balanced R6 | - | 5.00 | - | - | |
American Funds American High-Inc R6 | - | 4.95 | - | - | |
American Funds Bond Fund of Amer R6 | - | 4.94 | - | - |
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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