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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.33 | 7.76 | 1.43 |
Stocks | 74.11 | 74.11 | 0.00 |
Bonds | 18.53 | 18.53 | 0.00 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.15 | 0.15 | 0.00 |
Other | 0.88 | 0.88 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.32 | 17.36 |
Price to Book | 3.43 | 2.66 |
Price to Sales | 2.31 | 1.80 |
Price to Cash Flow | 13.20 | 10.85 |
Dividend Yield | 1.93 | 2.11 |
5 Years Earnings Growth | 12.02 | 11.22 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.69 | 20.48 |
Industrials | 14.27 | 11.76 |
Healthcare | 14.17 | 12.63 |
Financial Services | 12.03 | 15.26 |
Consumer Cyclical | 10.27 | 10.04 |
Communication Services | 7.78 | 7.11 |
Consumer Defensive | 6.57 | 6.72 |
Energy | 4.22 | 5.75 |
Basic Materials | 3.93 | 3.98 |
Utilities | 2.60 | 2.93 |
Real Estate | 1.47 | 4.36 |
Number of long holdings: 10
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds Capital World Gr&Inc R6 | - | 19.99 | - | - | |
American Funds Invmt Co of Amer R6 | - | 19.99 | - | - | |
American Funds Washington Mutual R6 | - | 10.02 | - | - | |
American Funds Capital Income Bldr R6 | - | 10.01 | - | - | |
American Funds American Balanced R6 | - | 10.00 | - | - | |
American Funds SMALLCAP World R6 | - | 8.00 | - | - | |
American Funds Growth Fund of Amer R6 | - | 6.99 | - | - | |
American Funds Multi-Sector Income R-6 | - | 5.02 | - | - | |
American Funds Bond Fund of Amer R6 | - | 5.01 | - | - | |
American Funds Strategic Bond R-6 | - | 4.99 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 139.67B | 12.00 | 5.78 | 12.75 | ||
American Funds American Balanced A | 104.62B | 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 | 87.22B | 10.75 | 10.07 | 11.06 | ||
American Funds Washington Mutual A | 83.9B | 8.34 | 8.88 | 10.97 |
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