
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.40 | 4.40 | 0.00 |
Shares | 94.92 | 94.92 | 0.00 |
Bonds | 0.03 | 0.03 | 0.00 |
Preferred | 0.65 | 0.65 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.55 | 21.21 |
Price to Book | 4.70 | 4.02 |
Price to Sales | 3.62 | 2.72 |
Price to Cash Flow | 15.71 | 14.15 |
Dividend Yield | 1.56 | 1.51 |
5 Years Earnings Growth | 9.55 | 10.72 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.29 | 29.39 |
Industrials | 12.77 | 9.84 |
Consumer Cyclical | 11.81 | 10.34 |
Communication Services | 11.42 | 8.86 |
Healthcare | 11.22 | 11.45 |
Financial Services | 9.65 | 14.82 |
Consumer Defensive | 6.34 | 5.94 |
Basic Materials | 2.74 | 2.37 |
Utilities | 1.74 | 2.60 |
Energy | 1.71 | 3.65 |
Real Estate | 1.30 | 2.19 |
Number of long holdings: 209
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.55 | 517.35 | +0.31% | |
Broadcom | US11135F1012 | 6.07 | 338.37 | +0.06% | |
Meta Platforms | US30303M1027 | 4.98 | 710.56 | -2.27% | |
Amazon.com | US0231351067 | 3.80 | 219.51 | -1.30% | |
NVIDIA | US67066G1040 | 3.69 | 187.62 | -0.67% | |
Royal Caribbean Cruises | LR0008862868 | 2.78 | 314.05 | -1.89% | |
British American Tobacco | GB0002875804 | 2.61 | 3,815.0 | -1.09% | |
Eli Lilly | US5324571083 | 2.52 | 839.87 | +2.44% | |
GE Aerospace | US3696043013 | 2.41 | 297.00 | -0.82% | |
Uber Tech | US90353T1007 | 2.11 | 96.60 | -0.01% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 173.04B | 14.53 | 23.54 | 15.05 | ||
American Funds American Balanced A | 122.79B | 10.82 | 13.37 | 9.50 | ||
American Funds Invmt Co of Amer A | 106.16B | 15.18 | 23.36 | 13.83 | ||
American Funds Washington Mutual A | 95.76B | 12.48 | 17.46 | 13.26 | ||
American Funds Fundamental Invs A | 86B | 14.85 | 21.60 | 13.77 |
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