
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.610 | 0.610 | 0.000 |
Shares | 99.560 | 99.560 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.341 | 18.875 |
Price to Book | 2.414 | 3.090 |
Price to Sales | 1.518 | 2.308 |
Price to Cash Flow | 9.870 | 12.241 |
Dividend Yield | 2.185 | 2.014 |
5 Years Earnings Growth | 9.041 | 9.805 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.270 | 24.559 |
Financial Services | 16.420 | 16.898 |
Industrials | 13.900 | 12.121 |
Consumer Cyclical | 11.570 | 10.353 |
Healthcare | 9.370 | 12.024 |
Communication Services | 7.500 | 8.257 |
Consumer Defensive | 6.260 | 7.148 |
Energy | 4.990 | 3.307 |
Basic Materials | 4.470 | 3.973 |
Real Estate | 2.700 | 2.783 |
Utilities | 2.550 | 2.499 |
Number of long holdings: 7,869
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 3.47 | 181.92 | -3.40% | |
Microsoft | US5949181045 | 2.81 | 513.66 | -0.08% | |
Amazon.com | US0231351067 | 2.71 | 217.54 | -1.15% | |
Apple | US0378331005 | 2.62 | 248.03 | +0.15% | |
Meta Platforms | US30303M1027 | 1.33 | 711.93 | -0.53% | |
Alphabet A | US02079K3059 | 0.77 | 245.86 | +0.70% | |
Alphabet C | US02079K1079 | 0.66 | 246.85 | +0.90% | |
JPMorgan | US46625H1005 | 0.65 | 303.11 | -1.58% | |
Berkshire Hathaway B | US0846707026 | 0.64 | 496.16 | +0.86% | |
Visa A | US92826C8394 | 0.60 | 349.04 | +1.67% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FunA | 9.18B | 0.57 | 10.34 | 10.00 | ||
Global Sustainability Core Equity A | 5.73B | -0.21 | 11.34 | 10.50 | ||
Global Sustainability Core Equity D | 5.73B | -0.22 | 11.35 | 10.51 | ||
Dimensional Pacific Basin Small CEA | 169.03M | 1.18 | 7.35 | 4.90 |
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