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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.600 | 2.700 | 0.100 |
Shares | 96.830 | 96.830 | 0.000 |
Bonds | 0.010 | 0.010 | 0.000 |
Convertible | 0.010 | 0.010 | 0.000 |
Preferred | 0.450 | 0.450 | 0.000 |
Other | 0.100 | 0.100 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.584 | 17.526 |
Price to Book | 3.971 | 2.855 |
Price to Sales | 2.712 | 2.298 |
Price to Cash Flow | 12.662 | 12.224 |
Dividend Yield | 1.189 | 1.665 |
5 Years Earnings Growth | 11.857 | 11.080 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.750 | 23.415 |
Consumer Cyclical | 13.860 | 8.028 |
Industrials | 13.630 | 6.543 |
Healthcare | 13.070 | 20.776 |
Communication Services | 10.940 | 6.492 |
Financial Services | 10.240 | 22.591 |
Consumer Defensive | 3.540 | 4.569 |
Basic Materials | 2.270 | 2.296 |
Energy | 1.780 | 4.903 |
Utilities | 1.090 | 1.751 |
Real Estate | 0.830 | 2.497 |
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 | 144.6B | -4.70 | 13.98 | 12.57 | ||
American Funds American Balanced A | 108.64B | -0.52 | 8.11 | 7.88 | ||
American Funds Invmt Co of Amer A | 90.61B | -3.01 | 14.74 | 11.18 | ||
American Funds Washington Mutual A | 86.1B | -0.80 | 11.20 | 11.14 | ||
American Funds Income Fund of Amer | 77.49B | 4.34 | 6.92 | 6.92 |
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