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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 | 15.703 |
Price to Book | 3.902 | 2.466 |
Price to Sales | 2.432 | 1.686 |
Price to Cash Flow | 11.555 | 10.415 |
Dividend Yield | 1.534 | 2.537 |
5 Years Earnings Growth | 8.912 | 9.601 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.370 | 12.587 |
Financial Services | 15.050 | 21.271 |
Healthcare | 12.270 | 15.370 |
Communication Services | 10.710 | 5.558 |
Consumer Cyclical | 9.450 | 6.802 |
Consumer Defensive | 6.430 | 8.545 |
Industrials | 6.410 | 11.784 |
Energy | 2.910 | 7.496 |
Real Estate | 2.720 | 3.500 |
Utilities | 2.650 | 5.315 |
Basic Materials | 2.030 | 3.393 |
Number of long holdings: 263
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.87 | 213.55 | +0.52% | |
Microsoft | US5949181045 | 6.14 | 498.84 | +1.58% | |
NVIDIA | US67066G1040 | 5.65 | 159.34 | +1.33% | |
Amazon.com | US0231351067 | 3.52 | 223.41 | +1.59% | |
Berkshire Hathaway B | US0846707026 | 2.79 | 485.00 | +0.94% | |
Meta Platforms | US30303M1027 | 2.73 | 719.01 | +0.76% | |
Alphabet A | US02079K3059 | 2.19 | 179.53 | +0.50% | |
Visa A | US92826C8394 | 2.07 | 358.86 | +1.31% | |
Alphabet C | US02079K1079 | 1.84 | 180.55 | +0.44% | |
JPMorgan | US46625H1005 | 1.80 | 296.00 | +1.37% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LVIP SSgA SP 500 Index Fund Standar | 8.28B | 0.96 | 14.14 | 12.60 | ||
LVIP SSgA SP 500 Index Fund Service | 2.84B | 0.86 | 13.86 | 12.32 | ||
LVIP American Growth Fund Service I | 2.73B | 3.10 | 18.75 | 15.68 | ||
Lincoln Variable Insurance Products | 1.1B | 13.35 | 11.62 | 8.34 | ||
LVIP MFS Value Fund Service Class | 1.09B | 4.24 | 7.76 | 8.59 |
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