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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.01 | 3.99 | 2.98 |
Shares | 98.99 | 99.91 | 0.92 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.71 | 17.06 |
Price to Book | 2.78 | 2.61 |
Price to Sales | 2.01 | 1.91 |
Price to Cash Flow | 12.69 | 11.38 |
Dividend Yield | 1.77 | 2.18 |
5 Years Earnings Growth | 12.46 | 12.43 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.50 | 21.00 |
Financial Services | 16.12 | 13.02 |
Communication Services | 11.89 | 6.69 |
Industrials | 11.86 | 16.97 |
Consumer Cyclical | 10.18 | 10.89 |
Healthcare | 8.14 | 13.35 |
Consumer Defensive | 5.47 | 8.11 |
Utilities | 5.04 | 3.57 |
Basic Materials | 2.25 | 7.89 |
Real Estate | 1.35 | 4.07 |
Energy | 1.21 | 6.21 |
Number of long holdings: 298
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 5.20 | 110.15 | +1.63% | |
Apple | US0378331005 | 4.65 | 223.19 | +0.48% | |
Microsoft | US5949181045 | 3.54 | 382.19 | +1.81% | |
Future on S&P500 Mar25 | - | 2.98 | - | - | |
Amazon.com | US0231351067 | 2.23 | 192.11 | +0.97% | |
Meta Platforms | US30303M1027 | 1.63 | 586.00 | +1.67% | |
Alphabet A | US02079K3059 | 1.53 | 157.07 | +1.57% | |
Alphabet C | US02079K1079 | 1.33 | 158.86 | +1.68% | |
Netflix | US64110L1061 | 1.22 | 928.38 | -0.45% | |
Tesla | US88160R1014 | 1.13 | 268.48 | +3.60% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Equity Fund U1 GBP Acc | 355.03M | 4.61 | 16.58 | 15.04 | ||
American Equity Fund U2 GBP Acc | 951.2M | 4.61 | 16.67 | 15.12 | ||
American Equity Fund A GBP Acc | 59.64M | 4.54 | 15.62 | 14.08 | ||
American Equity Fund P GBP Acc | 6.45M | -1.60 | 13.70 | 13.82 | ||
American Equity Fund R GBP Acc | 711.18M | -1.56 | 13.99 | 14.11 |
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