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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 | 21.061 |
Price to Book | 4.446 | 4.009 |
Price to Sales | 2.994 | 2.696 |
Price to Cash Flow | 15.199 | 14.109 |
Dividend Yield | 1.411 | 1.526 |
5 Years Earnings Growth | 9.433 | 10.613 |
Name | Net % | Category Average |
---|---|---|
Technology | 34.320 | 29.256 |
Financial Services | 13.670 | 14.850 |
Consumer Cyclical | 10.550 | 10.314 |
Communication Services | 9.800 | 8.781 |
Healthcare | 9.340 | 11.500 |
Industrials | 7.770 | 9.875 |
Consumer Defensive | 5.490 | 6.040 |
Energy | 2.980 | 3.659 |
Utilities | 2.380 | 2.617 |
Real Estate | 2.040 | 2.215 |
Basic Materials | 1.670 | 2.357 |
Number of long holdings: 505
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 7.31 | 174.18 | -3.32% | |
Microsoft | US5949181045 | 7.01 | 506.69 | -0.58% | |
Apple | US0378331005 | 5.81 | 232.14 | -0.18% | |
Amazon.com | US0231351067 | 3.93 | 229.00 | -1.12% | |
Meta Platforms | US30303M1027 | 3.04 | 738.70 | -1.65% | |
Broadcom | US11135F1012 | 2.46 | 297.39 | -3.65% | |
Alphabet A | US02079K3059 | 1.94 | 212.91 | +0.60% | |
Berkshire Hathaway B | US0846707026 | 1.69 | 502.98 | +0.62% | |
Tesla | US88160R1014 | 1.69 | 333.87 | -3.50% | |
Alphabet C | US02079K1079 | 1.58 | 213.53 | +0.55% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LVIP SSgA SP 500 Index Fund Service | 3.16B | 8.28 | 16.54 | 13.12 | ||
LVIP American Growth Fund Service I | 2.86B | 12.34 | 22.69 | 16.64 | ||
LVIP SSgA Large Cap 100 Fund Class | 1.45B | 8.30 | 16.86 | 11.85 | ||
LVIP MFS Value Fund Service Class | 1.13B | 5.90 | 9.02 | 8.72 | ||
Lincoln Variable Insurance Products | 1.12B | 13.85 | 12.36 | 8.47 |
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