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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.380 | 2.380 | 0.000 |
Shares | 97.620 | 97.620 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.215 | 28.329 |
Price to Book | 3.864 | 7.203 |
Price to Sales | 3.137 | 4.723 |
Price to Cash Flow | 14.372 | 18.143 |
Dividend Yield | 1.050 | 0.723 |
5 Years Earnings Growth | 16.352 | 12.707 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.120 | 39.647 |
Financial Services | 17.480 | 9.863 |
Communication Services | 13.390 | 12.873 |
Healthcare | 11.710 | 10.416 |
Consumer Cyclical | 10.160 | 14.313 |
Industrials | 9.830 | 7.097 |
Consumer Defensive | 5.420 | 3.608 |
Energy | 2.810 | 1.341 |
Utilities | 2.270 | 1.228 |
Basic Materials | 1.680 | 1.654 |
Real Estate | 1.130 | 1.436 |
Number of long holdings: 131
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom Inc | - | 4.26 | - | - | |
Microsoft Corp | - | 3.81 | - | - | |
Meta Platforms Inc Class A | - | 3.48 | - | - | |
Alphabet Inc Class C | - | 3.23 | - | - | |
Amazon.com Inc | - | 2.59 | - | - | |
Netflix Inc | - | 2.21 | - | - | |
Apple Inc | - | 2.17 | - | - | |
UnitedHealth Group Inc | - | 2.15 | - | - | |
Chubb | CH0044328745 | 1.91 | 266.51 | -0.76% | |
Charter Communications Inc Class A | - | 1.87 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group CA Core Municipal | 641.43M | 1.29 | 2.49 | 1.73 | ||
Capital Emerging Markets Growth | 450.76M | 17.64 | 9.17 | 4.87 | ||
Capital Group US Equity | 391.69M | 9.04 | 17.86 | 12.63 | ||
Capital Group CA Short-Term Municip | 123.2M | 0.50 | 1.33 | 1.03 |
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