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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.730 | 4.260 | 0.530 |
Shares | 66.670 | 66.670 | 0.000 |
Bonds | 28.360 | 28.360 | 0.000 |
Convertible | 0.040 | 0.040 | 0.000 |
Preferred | 0.260 | 0.260 | 0.000 |
Other | 0.930 | 0.930 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.981 | 17.531 |
Price to Book | 3.235 | 2.897 |
Price to Sales | 2.335 | 2.103 |
Price to Cash Flow | 11.631 | 11.433 |
Dividend Yield | 2.181 | 2.162 |
5 Years Earnings Growth | 10.614 | 10.512 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.400 | 22.316 |
Financial Services | 15.390 | 16.691 |
Industrials | 12.160 | 10.796 |
Healthcare | 12.140 | 12.634 |
Consumer Cyclical | 9.330 | 9.724 |
Communication Services | 7.790 | 6.964 |
Consumer Defensive | 7.440 | 6.409 |
Energy | 4.540 | 4.816 |
Basic Materials | 3.490 | 3.240 |
Utilities | 3.340 | 3.059 |
Real Estate | 1.980 | 3.350 |
Number of long holdings: 10
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds American Balanced R6 | - | 25.09 | - | - | |
American Funds Global Balanced R6 | - | 15.09 | - | - | |
American Funds Washington Mutual R6 | - | 15.06 | - | - | |
American Funds Income Fund of Amer R6 | - | 10.15 | - | - | |
American Funds Capital World Gr&Inc R6 | - | 10.00 | - | - | |
American Funds New Perspective R6 | - | 5.02 | - | - | |
American Funds Strategic Bond R-6 | - | 5.00 | - | - | |
American Funds Multi-Sector Income R-6 | - | 4.99 | - | - | |
American Funds Bond Fund of Amer R6 | - | 4.98 | - | - | |
American Funds SMALLCAP World R6 | - | 4.64 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 144.96B | -6.42 | 8.56 | 12.54 | ||
American Funds American Balanced A | 108.74B | -0.23 | 6.19 | 8.03 | ||
American Funds Invmt Co of Amer A | 90.88B | -2.99 | 11.35 | 11.42 | ||
American Funds Washington Mutual A | 86.09B | 0.30 | 9.32 | 11.37 | ||
American Funds Income Fund of Amer | 77.61B | 4.67 | 5.78 | 7.11 |
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