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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.16 | 3.19 | 0.03 |
Shares | 48.67 | 48.67 | 0.00 |
Bonds | 48.11 | 48.23 | 0.12 |
Preferred | 0.04 | 0.04 | 0.00 |
Other | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.90 | 16.97 |
Price to Book | 3.07 | 2.65 |
Price to Sales | 2.43 | 1.88 |
Price to Cash Flow | 13.17 | 11.65 |
Dividend Yield | 2.53 | 2.46 |
5 Years Earnings Growth | 9.76 | 10.25 |
Name | Net % | Category Average |
---|---|---|
Technology | 18.21 | 19.73 |
Industrials | 16.97 | 10.58 |
Healthcare | 14.48 | 12.04 |
Financial Services | 13.73 | 16.22 |
Consumer Defensive | 8.66 | 7.09 |
Consumer Cyclical | 8.60 | 9.17 |
Communication Services | 5.97 | 6.70 |
Energy | 3.84 | 5.73 |
Utilities | 3.71 | 3.82 |
Basic Materials | 3.22 | 3.74 |
Real Estate | 2.63 | 6.06 |
Number of long holdings: 8
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American High-Income Municipal Bond R-6 | - | 25.09 | - | - | |
Capital Group Municipal Income ETF | - | 20.10 | - | - | |
Capital Group Dividend Value | US14020W1062 | 15.90 | 37.11 | +0.16% | |
American Funds Capital World Gr&Inc R6 | - | 14.77 | - | - | |
Capital Group Dividend Growers ETF | - | 10.06 | - | - | |
American Funds American Mutual R6 | - | 10.04 | - | - | |
Capital Group Short Dur Muncpl Inc ETF | - | 3.74 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 152.61B | -4.70 | 13.98 | 12.57 | ||
American Funds American Balanced A | 111.66B | -0.52 | 8.11 | 7.88 | ||
American Funds Invmt Co of Amer A | 94.89B | -3.01 | 14.74 | 11.18 | ||
American Funds Washington Mutual A | 88.94B | -0.80 | 11.20 | 11.14 | ||
American Funds Income Fund of Amer | 79.24B | 4.34 | 6.92 | 6.92 |
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