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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.41 | 4.42 | 0.01 |
Shares | 94.54 | 94.54 | 0.00 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.45 | 0.45 | 0.00 |
Other | 0.59 | 0.61 | 0.02 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.22 | 22.63 |
Price to Book | 4.61 | 4.38 |
Price to Sales | 2.99 | 3.37 |
Price to Cash Flow | 10.37 | 15.19 |
Dividend Yield | 0.80 | 1.24 |
5 Years Earnings Growth | 12.19 | 12.68 |
Name | Net % | Category Average |
---|---|---|
Technology | 39.59 | 27.63 |
Healthcare | 17.69 | 14.03 |
Consumer Cyclical | 12.57 | 13.24 |
Financial Services | 9.27 | 14.02 |
Communication Services | 9.12 | 11.13 |
Industrials | 8.49 | 11.76 |
Consumer Defensive | 1.30 | 4.47 |
Energy | 1.11 | 2.61 |
Basic Materials | 0.63 | 2.77 |
Utilities | 0.13 | 1.62 |
Real Estate | 0.09 | 1.48 |
Number of long holdings: 214
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.01 | 438.27 | +1.14% | |
Broadcom | US11135F1012 | 4.92 | 207.77 | +1.45% | |
Amazon.com | US0231351067 | 4.65 | 192.14 | +1.82% | |
Meta Platforms | US30303M1027 | 3.36 | 597.84 | +0.17% | |
NVIDIA | US67066G1040 | 2.86 | 117.37 | +0.26% | |
SK Hynix Inc | KR7000660001 | 2.51 | 190,300 | -0.26% | |
Eli Lilly | US5324571083 | 2.45 | 751.45 | -3.25% | |
Taiwan Semicon | TW0002330008 | 2.31 | 928.00 | +0.87% | |
MercadoLibre | US58733R1023 | 2.26 | 2,410.00 | +6.54% | |
Micron | US5951121038 | 2.18 | 85.15 | +3.06% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 143.21B | -6.42 | 8.56 | 12.54 | ||
American Funds American Balanced A | 108.32B | -0.23 | 6.19 | 8.03 | ||
American Funds Invmt Co of Amer A | 90.13B | -2.99 | 11.35 | 11.42 | ||
American Funds Washington Mutual A | 85.51B | 0.30 | 9.32 | 11.37 | ||
American Funds Income Fund of Amer | 77.51B | 4.67 | 5.78 | 7.11 |
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