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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 7.37 | 7.42 | 0.05 |
Shares | 75.79 | 75.79 | 0.00 |
Bonds | 14.03 | 14.03 | 0.00 |
Convertible | 0.02 | 0.02 | 0.00 |
Preferred | 0.37 | 0.37 | 0.00 |
Other | 2.42 | 2.42 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.01 | - |
Price to Book | 2.36 | - |
Price to Sales | 2.17 | - |
Price to Cash Flow | 10.41 | - |
Dividend Yield | 3.42 | - |
5 Years Earnings Growth | 8.00 | - |
Name | Net % | Category Average |
---|---|---|
Financial Services | 19.63 | - |
Technology | 14.51 | - |
Consumer Defensive | 11.48 | - |
Healthcare | 10.82 | - |
Industrials | 10.58 | - |
Consumer Cyclical | 7.00 | - |
Utilities | 6.94 | - |
Energy | 6.20 | - |
Communication Services | 4.71 | - |
Real Estate | 4.59 | - |
Basic Materials | 3.54 | - |
Number of long holdings: 2,255
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 3.88 | 294.15 | +1.37% | |
Philip Morris | US7181721090 | 2.73 | 157.77 | -1.96% | |
Cap Grp Cent Fd Ser Ii | - | 2.30 | - | - | |
Taiwan Semicon | TW0002330008 | 1.92 | 1,145.00 | 0.00% | |
Rtx Corp | US75513E1010 | 1.89 | 156.07 | -0.52% | |
JPMorgan | US46625H1005 | 1.60 | 298.28 | -0.11% | |
British American Tobacco | GB0002875804 | 1.54 | 3,869.0 | -0.79% | |
Microsoft | US5949181045 | 1.52 | 512.51 | -0.23% | |
VICI Properties | US9256521090 | 1.32 | 32.49 | -2.65% | |
AbbVie | US00287Y1091 | 1.32 | 188.52 | -0.92% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 166.23B | 10.39 | 24.59 | 14.26 | ||
American Funds American Balanced A | 117.61B | 8.11 | 12.92 | 8.94 | ||
American Funds Invmt Co of Amer A | 103.37B | 10.77 | 23.08 | 12.88 | ||
American Funds Washington Mutual A | 93.64B | 9.00 | 16.96 | 12.43 | ||
American Funds Fundamental Invs A | 82.58B | 11.71 | 22.03 | 12.93 |
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