
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.53 | 0.62 | 0.09 |
Shares | 99.47 | 99.47 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 29.27 | 27.20 |
Price to Book | 8.93 | 6.98 |
Price to Sales | 5.87 | 4.60 |
Price to Cash Flow | 18.82 | 18.00 |
Dividend Yield | 0.44 | 0.71 |
5 Years Earnings Growth | 14.40 | 13.48 |
Name | Net % | Category Average |
---|---|---|
Technology | 46.99 | 39.21 |
Communication Services | 15.58 | 12.69 |
Consumer Cyclical | 14.37 | 14.41 |
Financial Services | 9.61 | 10.04 |
Healthcare | 6.86 | 10.93 |
Industrials | 2.84 | 6.91 |
Consumer Defensive | 2.03 | 3.58 |
Energy | 1.04 | 1.40 |
Basic Materials | 0.60 | 1.66 |
Utilities | 0.08 | 1.14 |
Number of long holdings: 124
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 11.51 | 202.09 | -2.31% | |
NVIDIA | US67066G1040 | 10.84 | 131.80 | -1.92% | |
Microsoft | US5949181045 | 8.11 | 452.57 | -1.22% | |
Amazon.com | US0231351067 | 6.79 | 201.12 | -1.45% | |
Meta Platforms | US30303M1027 | 4.69 | 635.50 | -0.25% | |
Netflix | US64110L1061 | 3.41 | 1,194.63 | +0.22% | |
Alphabet A | US02079K3059 | 3.28 | 168.56 | +2.79% | |
Mastercard | US57636Q1040 | 3.18 | 569.54 | -1.99% | |
Alphabet C | US02079K1079 | 3.10 | 170.06 | +2.87% | |
Tesla | US88160R1014 | 2.64 | 334.62 | -2.68% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Delaware Small Cap Core I | 5.37B | -11.48 | 2.70 | 7.09 | ||
Delaware Emerging Markets Instl | 2.85B | 3.39 | 4.53 | 4.81 | ||
Delaware Small Cap Value Instl | 2.32B | -8.70 | 2.70 | 6.49 | ||
Optimum Large Cap Growth Instl | 1.89B | -9.37 | 13.76 | 12.04 | ||
Optimum Large Cap Value Instl | 1.82B | -1.08 | 7.87 | 7.89 |
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