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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.210 | 3.210 | 0.000 |
Shares | 96.680 | 96.680 | 0.000 |
Other | 0.100 | 0.110 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.812 | 17.326 |
Price to Book | 3.386 | 2.180 |
Price to Sales | 2.698 | 2.312 |
Price to Cash Flow | 13.527 | 9.632 |
Dividend Yield | 1.757 | 2.657 |
5 Years Earnings Growth | 10.700 | 10.321 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.730 | 17.945 |
Healthcare | 15.120 | 11.973 |
Industrials | 14.750 | 13.219 |
Financial Services | 12.990 | 15.264 |
Consumer Cyclical | 12.810 | 9.996 |
Communication Services | 10.880 | 6.299 |
Consumer Defensive | 5.690 | 6.420 |
Basic Materials | 3.640 | 6.372 |
Energy | 2.400 | 4.147 |
Utilities | 0.730 | 2.664 |
Real Estate | 0.260 | 18.429 |
Number of long holdings: 268
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 3.78 | 598.01 | +0.20% | |
Microsoft | US5949181045 | 3.05 | 438.17 | +1.11% | |
Taiwan Semicon | TW0002330008 | 2.72 | 928.00 | +0.87% | |
Broadcom | US11135F1012 | 2.19 | 207.77 | +1.45% | |
Tesla | US88160R1014 | 2.04 | 284.82 | +3.11% | |
NVIDIA | US67066G1040 | 1.70 | 117.37 | +0.26% | |
Netflix | US64110L1061 | 1.63 | 1,144.43 | -0.95% | |
Eli Lilly | US5324571083 | 1.58 | 751.45 | -3.25% | |
EssilorLuxottica | FR0000121667 | 1.56 | 244.10 | +0.16% | |
Vertex | US92532F1003 | 1.42 | 429.60 | -1.20% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 143.61B | -4.70 | 13.98 | 12.57 | ||
American Funds American Balanced A | 108.55B | -0.52 | 8.11 | 7.88 | ||
American Funds Invmt Co of Amer A | 90.26B | -3.01 | 14.74 | 11.18 | ||
American Funds Washington Mutual A | 85.82B | -0.80 | 11.20 | 11.14 | ||
American Funds Income Fund of Amer | 77.5B | 4.34 | 6.92 | 6.92 |
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