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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.620 | 8.940 | 2.320 |
Shares | 64.050 | 64.050 | 0.000 |
Bonds | 23.810 | 23.810 | 0.000 |
Convertible | 0.010 | 0.010 | 0.000 |
Preferred | 0.170 | 0.170 | 0.000 |
Other | 5.340 | 5.340 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.581 | 18.018 |
Price to Book | 3.861 | 3.055 |
Price to Sales | 2.687 | 2.045 |
Price to Cash Flow | 14.499 | 11.844 |
Dividend Yield | 1.683 | 2.023 |
5 Years Earnings Growth | 12.777 | 11.270 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.660 | 22.846 |
Healthcare | 15.420 | 13.422 |
Financial Services | 13.170 | 14.965 |
Industrials | 11.390 | 10.855 |
Consumer Cyclical | 10.820 | 10.077 |
Communication Services | 9.360 | 7.180 |
Consumer Defensive | 5.720 | 6.332 |
Energy | 5.180 | 5.449 |
Basic Materials | 4.150 | 3.510 |
Real Estate | 0.820 | 3.570 |
Utilities | 0.310 | 3.027 |
Number of long holdings: 1,490
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom Inc | - | 5.39 | - | - | |
Cap Grp Cent Fd Ser Ii | - | 5.34 | - | - | |
Microsoft Corp | - | 4.05 | - | - | |
Meta Platforms Inc Class A | - | 2.76 | - | - | |
The Home Depot Inc | - | 2.29 | - | - | |
Eli Lilly and Co | - | 2.00 | - | - | |
UnitedHealth Group Inc | - | 1.81 | - | - | |
Canadian Natural Resources Ltd | - | 1.81 | - | - | |
Taiwan Semiconductor Manufacturing Co Ltd ADR | - | 1.73 | - | - | |
ASML Holding NV ADR | - | 1.60 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 131.68B | 12.54 | 7.60 | 13.07 | ||
American Funds American Balanced A | 100.38B | 6.16 | 5.88 | 8.04 | ||
American Funds Invmt Co of Amer A | 82.83B | 10.43 | 11.90 | 11.47 | ||
American Funds Washington Mutual A | 80.27B | 9.14 | 11.51 | 11.37 | ||
VA CollegeAmerica 529 AMCAP 529A | 81.1B | 10.72 | 6.80 | 10.80 |
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