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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.790 | 3.830 | 0.040 |
Shares | 95.570 | 95.570 | 0.000 |
Bonds | 0.010 | 0.010 | 0.000 |
Convertible | 0.010 | 0.010 | 0.000 |
Preferred | 0.520 | 0.520 | 0.000 |
Other | 0.110 | 0.110 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.539 | 17.477 |
Price to Book | 3.933 | 2.819 |
Price to Sales | 2.685 | 2.274 |
Price to Cash Flow | 12.627 | 12.002 |
Dividend Yield | 1.222 | 1.690 |
5 Years Earnings Growth | 11.895 | 11.020 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.350 | 23.093 |
Healthcare | 14.830 | 20.953 |
Industrials | 14.130 | 6.662 |
Consumer Cyclical | 13.100 | 7.942 |
Financial Services | 10.740 | 22.571 |
Communication Services | 10.450 | 6.443 |
Consumer Defensive | 4.360 | 4.744 |
Basic Materials | 2.510 | 2.355 |
Energy | 1.890 | 4.910 |
Real Estate | 0.920 | 2.505 |
Utilities | 0.720 | 1.723 |
Number of long holdings: 7
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds Growth Fund of Amer R6 | - | 24.94 | - | - | |
American Funds New Perspective R6 | - | 15.17 | - | - | |
American Funds SMALLCAP World R6 | - | 14.97 | - | - | |
American Funds AMCAP R6 | - | 14.84 | - | - | |
American Funds Invmt Co of Amer R6 | - | 10.20 | - | - | |
American Funds Fundamental Invs R6 | - | 10.05 | - | - | |
American Funds New Economy R6 | - | 9.85 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 152.58B | -4.70 | 13.98 | 12.57 | ||
American Funds American Balanced A | 111.58B | -0.52 | 8.11 | 7.88 | ||
American Funds Invmt Co of Amer A | 94.81B | -3.01 | 14.74 | 11.18 | ||
American Funds Washington Mutual A | 88.69B | -0.80 | 11.20 | 11.14 | ||
American Funds Income Fund of Amer | 79.16B | 4.34 | 6.92 | 6.92 |
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