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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.240 | 2.240 | 0.000 |
Shares | 97.760 | 97.760 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.255 | 15.917 |
Price to Book | 3.902 | 2.483 |
Price to Sales | 2.432 | 1.706 |
Price to Cash Flow | 11.555 | 10.440 |
Dividend Yield | 1.534 | 2.514 |
5 Years Earnings Growth | 8.912 | 9.402 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.370 | 12.933 |
Financial Services | 15.050 | 21.385 |
Healthcare | 12.270 | 14.934 |
Communication Services | 10.710 | 5.624 |
Consumer Cyclical | 9.450 | 6.870 |
Consumer Defensive | 6.430 | 8.416 |
Industrials | 6.410 | 11.915 |
Energy | 2.910 | 7.457 |
Real Estate | 2.720 | 3.427 |
Utilities | 2.650 | 5.294 |
Basic Materials | 2.030 | 3.411 |
Number of long holdings: 263
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.87 | 209.05 | -1.05% | |
Microsoft | US5949181045 | 6.14 | 513.24 | +0.13% | |
NVIDIA | US67066G1040 | 5.65 | 179.27 | +2.14% | |
Amazon.com | US0231351067 | 3.52 | 230.19 | -0.35% | |
Berkshire Hathaway B | US0846707026 | 2.79 | 476.00 | -0.12% | |
Meta Platforms | US30303M1027 | 2.73 | 695.21 | -0.68% | |
Alphabet A | US02079K3059 | 2.19 | 196.53 | +0.40% | |
Visa A | US92826C8394 | 2.07 | 350.91 | -0.11% | |
Alphabet C | US02079K1079 | 1.84 | 197.44 | +0.51% | |
JPMorgan | US46625H1005 | 1.80 | 299.63 | +0.87% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LVIP SSgA SP 500 Index Fund Standar | 8.87B | 6.07 | 19.43 | 13.38 | ||
LVIP SSgA SP 500 Index Fund Service | 3.08B | 5.94 | 19.13 | 13.10 | ||
LVIP American Growth Fund Service I | 2.79B | 9.93 | 25.68 | 16.63 | ||
Lincoln Variable Insurance Products | 1.1B | 15.36 | 14.86 | 8.85 | ||
LVIP MFS Value Fund Service Class | 1.12B | 6.63 | 11.51 | 9.00 |
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