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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.63 | 4.63 | 0.00 |
Stocks | 95.30 | 95.30 | 0.00 |
Other | 0.07 | 0.07 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.74 | 24.21 |
Price to Book | 3.49 | 4.40 |
Price to Sales | 2.38 | 3.31 |
Price to Cash Flow | 14.07 | 16.20 |
Dividend Yield | 1.46 | 1.12 |
5 Years Earnings Growth | 12.65 | 13.47 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.78 | 28.40 |
Healthcare | 15.82 | 15.75 |
Industrials | 14.71 | 11.69 |
Consumer Cyclical | 11.45 | 12.50 |
Financial Services | 10.71 | 12.02 |
Communication Services | 10.16 | 9.45 |
Consumer Defensive | 5.44 | 4.71 |
Basic Materials | 4.63 | 3.49 |
Energy | 3.16 | 3.96 |
Utilities | 0.64 | 1.11 |
Real Estate | 0.51 | 1.80 |
Number of long holdings: 277
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 3.85 | - | - | |
Meta Platforms Inc Class A | - | 3.32 | - | - | |
Novo Nordisk B | DK0062498333 | 2.94 | 936.2 | +1.33% | |
Taiwan Semicon | TW0002330008 | 2.54 | 839.00 | -0.83% | |
Broadcom Inc | - | 2.39 | - | - | |
Eli Lilly and Co | - | 1.56 | - | - | |
AstraZeneca | GB0009895292 | 1.52 | 12,503.6 | +0.80% | |
NVIDIA Corp | - | 1.45 | - | - | |
Tesla | US88160R1014 | 1.37 | 174.72 | -0.89% | |
Netflix Inc | - | 1.15 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 136.82B | 7.63 | 4.15 | 12.69 | ||
American Funds American Balanced A | 103.37B | 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 | 85.82B | 6.71 | 9.18 | 10.97 | ||
American Funds Washington Mutual A | 82.93B | 4.97 | 8.68 | 10.82 |
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