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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.590 | 0.590 | 0.000 |
Shares | 99.410 | 99.410 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.252 | 18.801 |
Price to Book | 2.247 | 3.098 |
Price to Sales | 1.655 | 2.264 |
Price to Cash Flow | 9.660 | 12.070 |
Dividend Yield | 2.718 | 2.337 |
5 Years Earnings Growth | 7.473 | 8.603 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.640 | 19.870 |
Healthcare | 15.440 | 9.698 |
Financial Services | 14.040 | 18.424 |
Industrials | 13.380 | 16.669 |
Consumer Defensive | 11.910 | 9.609 |
Communication Services | 6.660 | 7.143 |
Real Estate | 3.670 | 3.255 |
Basic Materials | 3.480 | 2.884 |
Energy | 2.210 | 3.486 |
Utilities | 2.170 | 2.840 |
Consumer Cyclical | 1.400 | 6.728 |
Number of long holdings: 49
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Charles Schwab | US8085131055 | 3.55 | 94.02 | -1.13% | |
Microsoft | US5949181045 | 3.55 | 520.73 | +0.59% | |
Alphabet A | US02079K3059 | 3.47 | 250.09 | -0.15% | |
Wells Fargo&Co | US9497461015 | 3.34 | 83.83 | -1.10% | |
Meta Platforms | US30303M1027 | 3.15 | 726.12 | -0.98% | |
Lloyds Banking | GB0008706128 | 2.95 | 84.48 | +1.37% | |
Sony | JP3435000009 | 2.95 | 4,400.0 | -0.41% | |
Texas Instruments | US8825081040 | 2.95 | 168.49 | -6.83% | |
CDW Corp | US12514G1085 | 2.94 | 158.52 | +1.27% | |
Thermo Fisher Scientific | US8835561023 | 2.81 | 569.03 | +1.98% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Equity Growth | 2.62B | 7.47 | 25.29 | 14.39 | ||
American Equity Growth C | 2.62B | 7.54 | 25.41 | 14.54 | ||
American Equity Growth F | 2.62B | 8.36 | 26.80 | 15.82 | ||
Canadian Equity C | 2.31B | 17.52 | 17.61 | - | ||
Canadian Equity F | 2.31B | 18.39 | 18.97 | - |
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