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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.36 | 5.36 | 0.00 |
Shares | 46.13 | 46.13 | 0.00 |
Bonds | 47.96 | 47.96 | 0.00 |
Convertible | 0.02 | 0.02 | 0.00 |
Other | 0.52 | 0.52 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.16 | 16.70 |
Price to Book | 3.22 | 2.50 |
Price to Sales | 2.27 | 1.76 |
Price to Cash Flow | 13.36 | 10.49 |
Dividend Yield | 2.29 | 2.58 |
5 Years Earnings Growth | 11.28 | 10.42 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.16 | 18.64 |
Industrials | 17.54 | 11.13 |
Healthcare | 16.10 | 12.49 |
Financial Services | 11.58 | 15.14 |
Consumer Defensive | 7.55 | 7.36 |
Consumer Cyclical | 7.22 | 8.93 |
Basic Materials | 5.38 | 4.26 |
Energy | 5.10 | 6.42 |
Communication Services | 5.02 | 6.15 |
Utilities | 3.35 | 3.89 |
Real Estate | 0.99 | 6.88 |
Number of long holdings: 9
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American High-Income Municipal Bond R-6 | - | 24.97 | - | - | |
American Funds Capital World Gr&Inc R6 | - | 19.36 | - | - | |
American Funds Tax Exempt Bond R-6 | - | 15.04 | - | - | |
Capital Group Dividend Value | US14020W1062 | 14.31 | 33.21 | +0.09% | |
American Funds American Mutual R6 | - | 9.74 | - | - | |
American Funds Ltd-Term Tx-Ex Bd R-6 | - | 9.52 | - | - | |
American Funds Washington Mutual R6 | - | 4.85 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 138.55B | 7.63 | 4.15 | 12.69 | ||
American Funds American Balanced A | 104.38B | 2.71 | 3.71 | 7.63 | ||
American Funds Invmt Co of Amer A | 87.13B | 6.71 | 9.18 | 10.97 | ||
VA CollegeAmerica 529 AMCAP 529A | 81.1B | 5.25 | 3.31 | 10.28 | ||
American Funds Washington Mutual A | 84.33B | 4.97 | 8.68 | 10.82 |
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