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| Name | Net % | Long % | Short % |
|---|---|---|---|
| Cash | 1.660 | 1.660 | 0.000 |
| Shares | 98.340 | 98.340 | 0.000 |
| Ratios | Value | Category Average |
|---|---|---|
| P/E Ratio | 20.685 | 16.137 |
| Price to Book | 4.235 | 2.532 |
| Price to Sales | 2.692 | 1.766 |
| Price to Cash Flow | 12.783 | 10.504 |
| Dividend Yield | 1.430 | 2.460 |
| 5 Years Earnings Growth | 8.856 | 9.234 |
| Name | Net % | Category Average |
|---|---|---|
| Technology | 33.020 | 13.345 |
| Financial Services | 14.920 | 21.377 |
| Communication Services | 11.660 | 6.019 |
| Healthcare | 9.970 | 14.531 |
| Consumer Cyclical | 9.610 | 7.235 |
| Industrials | 6.460 | 11.842 |
| Consumer Defensive | 5.240 | 8.047 |
| Real Estate | 2.470 | 3.362 |
| Energy | 2.470 | 7.317 |
| Basic Materials | 2.150 | 3.389 |
| Utilities | 2.010 | 5.207 |
Number of long holdings: 261
Number of short holdings: 1
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| NVIDIA | US67066G1040 | 7.54 | 201.03 | +4.98% | |
| Microsoft | US5949181045 | 7.23 | 542.07 | +1.98% | |
| Apple | US0378331005 | 5.60 | 269.00 | +0.07% | |
| Amazon.com | US0231351067 | 3.46 | 229.25 | +1.00% | |
| Meta Platforms | US30303M1027 | 3.28 | 751.44 | +0.08% | |
| Broadcom | US11135F1012 | 2.40 | 372.97 | +3.02% | |
| Berkshire Hathaway B | US0846707026 | 2.31 | 481.44 | -1.36% | |
| Alphabet A | US02079K3059 | 2.11 | 267.47 | -0.67% | |
| Visa A | US92826C8394 | 1.93 | 346.90 | -0.26% | |
| Alphabet C | US02079K1079 | 1.83 | 268.43 | -0.56% |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| LVIP SSgA SP 500 Index Fund Standar | 9.23B | 14.62 | 24.64 | 15.03 | ||
| LVIP SSgA SP 500 Index Fund Service | 3.3B | 14.41 | 24.33 | 14.75 | ||
| LVIP American Growth Fund Service I | 3.01B | 18.09 | 29.84 | 18.27 | ||
| LVIP MFS Value Fund Service Class | 1.14B | 10.48 | 14.66 | 10.19 | ||
| Lincoln Variable Insurance Products | 1.15B | 17.25 | 18.58 | 9.97 |
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