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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.52 | 2.52 | 0.00 |
Stocks | 97.47 | 97.47 | 0.00 |
Other | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.57 | 19.60 |
Price to Book | 3.80 | 3.69 |
Price to Sales | 2.31 | 2.35 |
Price to Cash Flow | 14.17 | 13.52 |
Dividend Yield | 1.55 | 1.62 |
5 Years Earnings Growth | 13.50 | 11.60 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.17 | 26.45 |
Industrials | 13.32 | 10.17 |
Healthcare | 12.99 | 13.69 |
Financial Services | 10.77 | 14.22 |
Consumer Cyclical | 8.19 | 10.24 |
Communication Services | 7.58 | 8.20 |
Consumer Defensive | 7.53 | 6.54 |
Energy | 4.21 | 4.48 |
Basic Materials | 3.46 | 2.75 |
Utilities | 2.54 | 2.49 |
Real Estate | 1.24 | 2.34 |
Number of long holdings: 247
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom Inc | - | 6.40 | - | - | |
Microsoft Corp | - | 6.26 | - | - | |
Meta Platforms Inc Class A | - | 2.63 | - | - | |
Alphabet Inc Class C | - | 2.51 | - | - | |
TransDigm Group Inc | - | 2.34 | - | - | |
Philip Morris International Inc | - | 2.25 | - | - | |
Amazon.com Inc | - | 1.99 | - | - | |
Novo Nordisk B | DK0062498333 | 1.83 | 989.2 | +0.53% | |
UnitedHealth Group Inc | - | 1.74 | - | - | |
Eli Lilly and Co | - | 1.48 | - | - |
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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