
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.46 | 0.54 | 0.08 |
Shares | 99.54 | 99.54 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 30.29 | 28.56 |
Price to Book | 9.14 | 7.27 |
Price to Sales | 6.16 | 4.77 |
Price to Cash Flow | 19.92 | 18.28 |
Dividend Yield | 0.55 | 0.72 |
5 Years Earnings Growth | 10.56 | 12.68 |
Name | Net % | Category Average |
---|---|---|
Technology | 43.57 | 39.92 |
Communication Services | 15.45 | 12.86 |
Consumer Cyclical | 13.12 | 14.26 |
Financial Services | 9.26 | 9.83 |
Healthcare | 8.34 | 10.29 |
Industrials | 5.72 | 7.11 |
Consumer Defensive | 3.19 | 3.59 |
Basic Materials | 0.64 | 1.64 |
Energy | 0.46 | 1.31 |
Real Estate | 0.16 | 1.43 |
Utilities | 0.08 | 1.20 |
Number of long holdings: 127
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 11.52 | 173.72 | -2.33% | |
Apple | US0378331005 | 9.31 | 202.38 | -2.50% | |
Microsoft | US5949181045 | 9.01 | 524.11 | -1.76% | |
Amazon.com | US0231351067 | 6.44 | 214.75 | -8.27% | |
Meta Platforms | US30303M1027 | 4.51 | 750.01 | -3.03% | |
Netflix | US64110L1061 | 3.74 | 1,158.60 | -0.07% | |
Alphabet A | US02079K3059 | 3.40 | 189.13 | -1.44% | |
Mastercard | US57636Q1040 | 3.36 | 559.89 | -1.16% | |
Alphabet C | US02079K1079 | 3.17 | 189.95 | -1.51% | |
Tesla | US88160R1014 | 2.87 | 302.63 | -1.83% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Delaware Small Cap Core I | 4.74B | -3.72 | 8.03 | 7.66 | ||
Delaware Emerging Markets Instl | 3.1B | 30.80 | 15.69 | 7.85 | ||
Delaware Small Cap Value Instl | 1.82B | -0.26 | 8.70 | 7.31 | ||
Optimum Large Cap Value Instl | 1.82B | 6.20 | 12.74 | 8.86 | ||
US24610B8265 | 1.39B | -3.68 | 8.15 | - |
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