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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.970 | 4.030 | 0.060 |
Shares | 95.100 | 95.100 | 0.000 |
Bonds | 0.290 | 0.290 | 0.000 |
Convertible | 0.010 | 0.010 | 0.000 |
Preferred | 0.370 | 0.370 | 0.000 |
Other | 0.260 | 0.270 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.661 | 17.194 |
Price to Book | 3.199 | 2.151 |
Price to Sales | 2.357 | 2.291 |
Price to Cash Flow | 11.316 | 9.517 |
Dividend Yield | 1.669 | 2.690 |
5 Years Earnings Growth | 11.430 | 10.015 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.210 | 17.712 |
Industrials | 15.120 | 13.241 |
Financial Services | 13.710 | 15.489 |
Healthcare | 13.650 | 11.963 |
Consumer Cyclical | 12.700 | 9.888 |
Communication Services | 8.910 | 6.307 |
Consumer Defensive | 4.740 | 6.439 |
Basic Materials | 3.670 | 6.529 |
Energy | 2.600 | 4.114 |
Utilities | 0.950 | 2.627 |
Real Estate | 0.750 | 18.430 |
Number of long holdings: 8
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds New Perspective R6 | - | 20.25 | - | - | |
American Funds Capital World Gr&Inc R6 | - | 15.32 | - | - | |
American Funds New Economy R6 | - | 14.71 | - | - | |
American Funds Growth Fund of Amer R6 | - | 14.62 | - | - | |
American Funds SMALLCAP World R6 | - | 14.52 | - | - | |
American Funds Europacific Growth R6 | - | 8.16 | - | - | |
American Funds New World R6 | - | 7.20 | - | - | |
American Funds Global Insight R-6 | - | 5.25 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 160.38B | 3.26 | 17.89 | 13.31 | ||
American Funds American Balanced A | 115.46B | 3.42 | 8.95 | 8.27 | ||
American Funds Invmt Co of Amer A | 99.28B | 4.19 | 16.94 | 11.91 | ||
American Funds Washington Mutual A | 90.97B | 4.43 | 12.37 | 11.66 | ||
American Funds Income Fund of Amer | 80.51B | 7.60 | 7.41 | 7.24 |
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