
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.670 | 1.720 | 0.050 |
Shares | 98.330 | 98.330 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.861 | 13.059 |
Price to Book | 1.958 | 1.632 |
Price to Sales | 2.735 | 2.570 |
Price to Cash Flow | 12.851 | 18.207 |
Dividend Yield | 1.836 | 2.416 |
5 Years Earnings Growth | 8.216 | 11.053 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 85.710 | 94.755 |
Technology | 8.040 | 6.576 |
Industrials | 4.350 | 3.384 |
Real Estate | 1.910 | 1.449 |
Number of long holdings: 44
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 7.35 | 214.38 | +1.95% | |
Chubb | CH0044328745 | 5.91 | 274.32 | -9.30% | |
Ameriprise Financial | US03076C1062 | 4.63 | 427.95 | -6.11% | |
Visa A | US92826C8394 | 4.50 | 312.29 | -0.27% | |
ICE | US45866F1049 | 4.20 | 154.65 | -1.32% | |
Fiserv | US3377381088 | 4.11 | 198.43 | -0.09% | |
Bank of America | US0605051046 | 3.88 | 35.58 | +3.46% | |
U.S. Bancorp | US9029733048 | 3.84 | 36.78 | -0.14% | |
QCR | US74727A1043 | 3.62 | 64.75 | +0.23% | |
Brown&Brown | US1152361010 | 3.46 | 112.67 | -2.03% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
1919 Socially Responsive Balanced A | 243.35M | 18.19 | 4.91 | 8.97 | ||
1919 Financial Services A | 64.05M | 33.89 | 6.61 | 10.22 | ||
1919 Financial Services Fund Classi | 32.72M | 34.16 | 6.89 | 10.55 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review