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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.86 | 6.49 | 2.63 |
Stocks | 64.42 | 64.42 | 0.00 |
Bonds | 29.25 | 29.25 | 0.00 |
Convertible | 0.06 | 0.06 | 0.00 |
Other | 2.41 | 2.41 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.54 | 15.41 |
Price to Book | 2.89 | 2.22 |
Price to Sales | 2.13 | 1.61 |
Price to Cash Flow | 12.99 | 9.30 |
Dividend Yield | 2.60 | 3.03 |
5 Years Earnings Growth | 9.66 | 10.17 |
Name | Net % | Category Average |
---|---|---|
Technology | 18.58 | 17.69 |
Healthcare | 15.49 | 11.15 |
Industrials | 12.67 | 11.36 |
Financial Services | 11.88 | 15.11 |
Consumer Defensive | 8.65 | 7.79 |
Consumer Cyclical | 7.05 | 8.65 |
Basic Materials | 6.90 | 5.07 |
Communication Services | 6.51 | 6.38 |
Energy | 5.54 | 7.44 |
Utilities | 4.67 | 4.92 |
Real Estate | 2.08 | 7.02 |
Number of long holdings: 749
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom Inc | - | 4.06 | - | - | |
Microsoft Corp | - | 3.45 | - | - | |
Cap Grp Cent Fd Ser Ii | - | 2.41 | - | - | |
Canadian Natural Resources Ltd | - | 1.98 | - | - | |
Abbott Laboratories | - | 1.72 | - | - | |
Meta Platforms Inc Class A | - | 1.67 | - | - | |
RTX Corp | - | 1.47 | - | - | |
Sanofi | FR0000120578 | 1.31 | 91.13 | +0.13% | |
Freeport-McMoRan Inc | - | 1.24 | - | - | |
ING Groep | NL0011821202 | 1.11 | 16.39 | +0.28% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 138.69B | 12.00 | 5.78 | 12.75 | ||
American Funds American Balanced A | 103.95B | 5.79 | 4.12 | 7.77 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 8.80 | 4.41 | 10.27 | ||
American Funds Invmt Co of Amer A | 86.82B | 10.75 | 10.07 | 11.06 | ||
American Funds Washington Mutual A | 83.44B | 8.34 | 8.88 | 10.97 |
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