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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.75 | 2.75 | 0.00 |
Stocks | 96.84 | 96.84 | 0.00 |
Preferred | 0.13 | 0.13 | 0.00 |
Other | 0.27 | 0.28 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 25.98 | 24.21 |
Price to Book | 4.95 | 4.40 |
Price to Sales | 3.08 | 3.31 |
Price to Cash Flow | 17.27 | 16.20 |
Dividend Yield | 0.79 | 1.12 |
5 Years Earnings Growth | 16.06 | 13.47 |
Name | Net % | Category Average |
---|---|---|
Technology | 38.86 | 28.40 |
Healthcare | 19.14 | 15.75 |
Consumer Cyclical | 9.89 | 12.50 |
Financial Services | 9.35 | 12.02 |
Industrials | 8.62 | 11.69 |
Communication Services | 7.91 | 9.45 |
Energy | 3.21 | 3.96 |
Consumer Defensive | 1.85 | 4.71 |
Basic Materials | 1.09 | 3.49 |
Utilities | 0.05 | 1.11 |
Real Estate | 0.02 | 1.80 |
Number of long holdings: 220
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom Inc | - | 6.64 | - | - | |
Microsoft Corp | - | 6.48 | - | - | |
Meta Platforms Inc Class A | - | 3.27 | - | - | |
Amazon.com Inc | - | 2.96 | - | - | |
NVIDIA Corp | - | 2.35 | - | - | |
Eli Lilly and Co | - | 2.28 | - | - | |
Micron Technology Inc | - | 2.05 | - | - | |
UnitedHealth Group Inc | - | 2.04 | - | - | |
Thermo Fisher Scientific Inc | - | 1.94 | - | - | |
SK Hynix Inc | KR7000660001 | 1.87 | 189,200 | -3.32% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 136.74B | 7.63 | 4.15 | 12.69 | ||
American Funds American Balanced A | 103.26B | 2.71 | 3.71 | 7.63 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 5.25 | 3.31 | 10.28 | ||
American Funds Invmt Co of Amer A | 85.81B | 6.71 | 9.18 | 10.97 | ||
American Funds Washington Mutual A | 83.06B | 4.97 | 8.68 | 10.82 |
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