
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.440 | 0.440 | 0.000 |
Shares | 99.560 | 99.560 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.265 | 20.923 |
Price to Book | 4.446 | 3.989 |
Price to Sales | 2.994 | 2.674 |
Price to Cash Flow | 15.199 | 14.024 |
Dividend Yield | 1.411 | 1.535 |
5 Years Earnings Growth | 9.433 | 10.544 |
Name | Net % | Category Average |
---|---|---|
Technology | 34.320 | 29.028 |
Financial Services | 13.670 | 14.905 |
Consumer Cyclical | 10.550 | 10.291 |
Communication Services | 9.800 | 8.738 |
Healthcare | 9.340 | 11.647 |
Industrials | 7.770 | 9.859 |
Consumer Defensive | 5.490 | 6.120 |
Energy | 2.980 | 3.662 |
Utilities | 2.380 | 2.622 |
Real Estate | 2.040 | 2.233 |
Basic Materials | 1.670 | 2.366 |
Number of long holdings: 505
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 7.31 | 182.75 | +1.10% | |
Microsoft | US5949181045 | 7.01 | 522.13 | +0.25% | |
Apple | US0378331005 | 5.81 | 229.37 | +4.24% | |
Amazon.com | US0231351067 | 3.93 | 222.69 | -0.20% | |
Meta Platforms | US30303M1027 | 3.04 | 769.30 | +0.98% | |
Broadcom | US11135F1012 | 2.46 | 304.97 | +0.40% | |
Alphabet A | US02079K3059 | 1.94 | 201.42 | +2.49% | |
Berkshire Hathaway B | US0846707026 | 1.69 | 465.40 | +0.85% | |
Tesla | US88160R1014 | 1.69 | 329.68 | +2.30% | |
Alphabet C | US02079K1079 | 1.58 | 202.14 | +2.46% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LVIP SSgA SP 500 Index Fund Service | 3.04B | 5.94 | 19.13 | 13.10 | ||
LVIP American Growth Fund Service I | 2.75B | 9.93 | 25.68 | 16.63 | ||
LVIP SSgA Large Cap 100 Fund Class | 1.45B | 6.18 | 18.57 | 11.52 | ||
Lincoln Variable Insurance Products | 1.09B | 15.36 | 14.86 | 8.85 | ||
LVIP MFS Value Fund Service Class | 1.1B | 6.63 | 11.51 | 9.00 |
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