
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.17 | 0.17 | 0.00 |
Shares | 99.83 | 99.83 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.59 | 15.66 |
Price to Book | 1.87 | 2.48 |
Price to Sales | 1.16 | 1.69 |
Price to Cash Flow | 7.90 | 10.48 |
Dividend Yield | 2.62 | 2.53 |
5 Years Earnings Growth | 9.99 | 9.62 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 24.72 | 21.21 |
Healthcare | 16.33 | 15.63 |
Energy | 11.55 | 7.64 |
Industrials | 11.22 | 11.68 |
Technology | 10.09 | 12.42 |
Communication Services | 8.10 | 5.55 |
Basic Materials | 7.53 | 3.40 |
Consumer Defensive | 5.04 | 8.54 |
Consumer Cyclical | 4.92 | 6.74 |
Real Estate | 0.52 | 3.50 |
Number of long holdings: 268
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 4.81 | 264.00 | -0.14% | |
Exxon Mobil | US30231G1022 | 4.06 | 102.30 | -0.38% | |
Berkshire Hathaway B | US0846707026 | 2.65 | 503.96 | -0.44% | |
UnitedHealth | US91324P1021 | 2.19 | 301.91 | +1.25% | |
J&J | US4781601046 | 2.04 | 155.21 | +1.06% | |
AT&T | US00206R1023 | 1.86 | 27.80 | +1.53% | |
Chevron | US1667641005 | 1.81 | 136.70 | -0.88% | |
Cisco | US17275R1023 | 1.59 | 63.04 | -0.02% | |
Wells Fargo&Co | US9497461015 | 1.59 | 74.78 | +0.36% | |
Verizon | US92343V1044 | 1.57 | 43.96 | +1.45% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SA US Core Market | 644.67M | -5.32 | 11.20 | 11.34 | ||
SA International Value | 568.55M | 13.20 | 11.34 | 5.12 | ||
SA US Small Company | 287.82M | -9.06 | 5.21 | 6.99 | ||
SA International Small Company | 262.56M | 3.82 | 2.43 | 5.06 | ||
SA Emerging Markets Value | 197.3M | 7.11 | 4.42 | 3.06 |
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