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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.430 | 4.430 | 0.000 |
Shares | 95.200 | 95.200 | 0.000 |
Bonds | 0.100 | 0.100 | 0.000 |
Preferred | 0.140 | 0.140 | 0.000 |
Other | 0.130 | 0.140 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.191 | 17.397 |
Price to Book | 2.914 | 2.170 |
Price to Sales | 2.067 | 2.305 |
Price to Cash Flow | 11.328 | 9.615 |
Dividend Yield | 2.478 | 2.696 |
5 Years Earnings Growth | 11.050 | 9.930 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.660 | 17.688 |
Financial Services | 15.980 | 15.510 |
Industrials | 14.950 | 13.328 |
Healthcare | 12.570 | 11.888 |
Consumer Cyclical | 9.590 | 9.890 |
Communication Services | 7.380 | 6.308 |
Consumer Defensive | 7.010 | 6.425 |
Basic Materials | 5.690 | 6.523 |
Energy | 4.560 | 4.094 |
Utilities | 1.740 | 2.658 |
Real Estate | 0.880 | 18.418 |
Number of long holdings: 332
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 3.44 | 290.13 | +2.40% | |
Microsoft | US5949181045 | 3.24 | 510.60 | +0.11% | |
Taiwan Semicon | TW0002330008 | 3.13 | 1,155.00 | +2.21% | |
Philip Morris | US7181721090 | 2.37 | 180.22 | +0.84% | |
Apple | US0378331005 | 2.00 | 213.57 | +1.13% | |
Amazon.com | US0231351067 | 1.81 | 228.32 | +0.97% | |
Eli Lilly | US5324571083 | 1.81 | 766.04 | -0.74% | |
GE Aerospace | US3696043013 | 1.54 | 263.60 | +0.12% | |
Abbott Labs | US0028241000 | 1.39 | 125.62 | +1.58% | |
Meta Platforms | US30303M1027 | 1.39 | 712.62 | +1.18% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 164.74B | 10.39 | 24.59 | 14.26 | ||
American Funds American Balanced A | 116.65B | 8.11 | 12.92 | 8.94 | ||
American Funds Invmt Co of Amer A | 101.83B | 10.77 | 23.08 | 12.88 | ||
American Funds Washington Mutual A | 92.59B | 9.00 | 16.96 | 12.43 | ||
American Funds Fundamental Invs A | 81.93B | 11.71 | 22.03 | 12.93 |
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