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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.36 | 5.36 | 0.00 |
Shares | 46.13 | 46.13 | 0.00 |
Bonds | 47.96 | 47.96 | 0.00 |
Convertible | 0.02 | 0.02 | 0.00 |
Other | 0.52 | 0.52 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.16 | 16.59 |
Price to Book | 3.22 | 2.49 |
Price to Sales | 2.27 | 1.75 |
Price to Cash Flow | 13.36 | 10.43 |
Dividend Yield | 2.29 | 2.60 |
5 Years Earnings Growth | 11.28 | 10.46 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.16 | 18.58 |
Industrials | 17.54 | 11.09 |
Healthcare | 16.10 | 12.46 |
Financial Services | 11.58 | 15.09 |
Consumer Defensive | 7.55 | 7.42 |
Consumer Cyclical | 7.22 | 8.95 |
Basic Materials | 5.38 | 4.25 |
Energy | 5.10 | 6.40 |
Communication Services | 5.02 | 6.18 |
Utilities | 3.35 | 3.90 |
Real Estate | 0.99 | 6.93 |
Number of long holdings: 9
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American High-Income Municipal Bond R-6 | - | 24.97 | - | - | |
American Funds Capital World Gr&Inc R6 | - | 19.36 | - | - | |
American Funds Tax Exempt Bond R-6 | - | 15.04 | - | - | |
Capital Group Dividend Value | US14020W1062 | 14.31 | 32.56 | +1.07% | |
American Funds American Mutual R6 | - | 9.74 | - | - | |
American Funds Ltd-Term Tx-Ex Bd R-6 | - | 9.52 | - | - | |
American Funds Washington Mutual R6 | - | 4.85 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 134.43B | 12.54 | 7.60 | 13.07 | ||
American Funds American Balanced A | 101.66B | 6.16 | 5.88 | 8.04 | ||
American Funds Invmt Co of Amer A | 84.3B | 10.43 | 11.90 | 11.47 | ||
American Funds Washington Mutual A | 81.21B | 9.14 | 11.51 | 11.37 | ||
VA CollegeAmerica 529 AMCAP 529A | 81.1B | 10.72 | 6.80 | 10.80 |
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