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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 | 21.059 |
| Price to Book | 4.446 | 4.040 |
| Price to Sales | 2.994 | 2.754 |
| Price to Cash Flow | 15.199 | 14.218 |
| Dividend Yield | 1.411 | 1.495 |
| 5 Years Earnings Growth | 9.433 | 10.749 |
| Name | Net % | Category Average |
|---|---|---|
| Technology | 34.320 | 29.568 |
| Financial Services | 13.670 | 14.707 |
| Consumer Cyclical | 10.550 | 10.397 |
| Communication Services | 9.800 | 9.045 |
| Healthcare | 9.340 | 11.428 |
| Industrials | 7.770 | 9.672 |
| Consumer Defensive | 5.490 | 5.824 |
| Energy | 2.980 | 3.613 |
| Utilities | 2.380 | 2.565 |
| Real Estate | 2.040 | 2.225 |
| Basic Materials | 1.670 | 2.434 |
Number of long holdings: 505
Number of short holdings: 1
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| NVIDIA | US67066G1040 | 7.31 | 201.03 | +4.98% | |
| Microsoft | US5949181045 | 7.01 | 542.07 | +1.98% | |
| Apple | US0378331005 | 5.81 | 269.00 | +0.07% | |
| Amazon.com | US0231351067 | 3.93 | 229.25 | +1.00% | |
| Meta Platforms | US30303M1027 | 3.04 | 751.44 | +0.08% | |
| Broadcom | US11135F1012 | 2.46 | 372.97 | +3.02% | |
| Alphabet A | US02079K3059 | 1.94 | 267.47 | -0.67% | |
| Berkshire Hathaway B | US0846707026 | 1.69 | 481.44 | -1.36% | |
| Tesla | US88160R1014 | 1.69 | 460.55 | +1.80% | |
| Alphabet C | US02079K1079 | 1.58 | 268.43 | -0.56% |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| LVIP SSgA SP 500 Index Fund Service | 3.35B | 14.41 | 24.33 | 14.75 | ||
| LVIP American Growth Fund Service I | 3.06B | 18.09 | 29.84 | 18.27 | ||
| LVIP SSgA Large Cap 100 Fund Class | 1.51B | 14.91 | 25.21 | 13.66 | ||
| LVIP MFS Value Fund Service Class | 1.13B | 10.48 | 14.66 | 10.19 | ||
| Lincoln Variable Insurance Products | 1.14B | 17.25 | 18.58 | 9.97 |
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