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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.07 | 4.15 | 0.08 |
Shares | 95.49 | 95.49 | 0.00 |
Convertible | 0.04 | 0.04 | 0.00 |
Preferred | 0.34 | 0.34 | 0.00 |
Other | 0.06 | 0.06 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.35 | 27.55 |
Price to Book | 4.79 | 6.60 |
Price to Sales | 2.78 | 4.07 |
Price to Cash Flow | 13.83 | 18.34 |
Dividend Yield | 0.88 | 0.73 |
5 Years Earnings Growth | 13.27 | 14.50 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.33 | 38.64 |
Consumer Cyclical | 16.77 | 14.31 |
Healthcare | 13.66 | 12.94 |
Communication Services | 12.50 | 10.90 |
Industrials | 11.29 | 7.11 |
Financial Services | 8.64 | 9.32 |
Energy | 3.40 | 1.88 |
Basic Materials | 2.42 | 1.89 |
Consumer Defensive | 2.26 | 3.86 |
Utilities | 0.65 | 1.02 |
Real Estate | 0.09 | 1.71 |
Number of long holdings: 357
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.13 | 399.12 | -1.27% | |
Meta Platforms | US30303M1027 | 4.58 | 481.07 | -4.13% | |
Broadcom | US11135F1012 | 3.50 | 1,204.71 | -4.31% | |
Amazon.com | US0231351067 | 3.08 | 174.63 | -2.56% | |
Tesla | US88160R1014 | 2.21 | 147.05 | -1.92% | |
Alphabet C | US02079K1079 | 1.88 | 155.72 | -1.10% | |
UnitedHealth | US91324P1021 | 1.85 | 501.29 | +1.64% | |
Netflix | US64110L1061 | 1.75 | 555.04 | -9.09% | |
Eli Lilly | US5324571083 | 1.72 | 726.30 | -2.63% | |
NVIDIA | US67066G1040 | 1.68 | 762.00 | -10.00% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 132.95B | 12.54 | 7.60 | 13.07 | ||
American Funds American Balanced A | 100.8B | 6.16 | 5.88 | 8.04 | ||
American Funds Invmt Co of Amer A | 83B | 10.43 | 11.90 | 11.47 | ||
American Funds Washington Mutual A | 80.46B | 9.14 | 11.51 | 11.37 | ||
VA CollegeAmerica 529 AMCAP 529A | 81.1B | 10.72 | 6.80 | 10.80 |
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