
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.38 | 1.38 | 0.00 |
Shares | 98.62 | 98.62 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.97 | 20.37 |
Price to Book | 4.39 | 3.89 |
Price to Sales | 1.67 | 2.59 |
Price to Cash Flow | 15.07 | 13.71 |
Dividend Yield | 1.40 | 1.57 |
5 Years Earnings Growth | 12.10 | 10.66 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.94 | 28.23 |
Financial Services | 22.06 | 14.99 |
Healthcare | 19.88 | 12.11 |
Communication Services | 17.60 | 8.57 |
Consumer Cyclical | 14.36 | 10.35 |
Energy | 1.16 | 3.74 |
Number of long holdings: 23
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Amazon.com | US0231351067 | 9.37 | 226.13 | +1.00% | |
Alphabet C | US02079K1079 | 7.19 | 185.94 | +0.67% | |
KLA Corp | US4824801009 | 6.84 | 931.12 | -0.64% | |
Meta Platforms | US30303M1027 | 6.81 | 704.28 | +0.41% | |
Visa A | US92826C8394 | 6.32 | 349.05 | -0.22% | |
McKesson | US58155Q1031 | 5.98 | 709.80 | -0.07% | |
Assurant | US04621X1081 | 5.69 | 188.07 | -0.01% | |
Bank of NY Mellon | US0640581007 | 5.33 | 98.84 | +0.94% | |
eBay | US2786421030 | 4.79 | 78.11 | +1.72% | |
Regeneron Pharma | US75886F1075 | 4.55 | 542.45 | -1.37% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Red Oak Technology Select | 704.08M | 8.78 | 24.14 | 17.60 | ||
White Oak Select Growth | 423.6M | 9.13 | 17.91 | 12.47 | ||
Live Oak Health Sciences Fund | 48.23M | 7.54 | 7.30 | 6.84 |
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