
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.27 | 0.27 | 0.00 |
Shares | 99.73 | 99.73 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.28 | 21.04 |
Price to Book | 4.24 | 4.01 |
Price to Sales | 2.90 | 2.69 |
Price to Cash Flow | 14.90 | 14.10 |
Dividend Yield | 1.36 | 1.53 |
5 Years Earnings Growth | 9.87 | 10.59 |
Name | Net % | Category Average |
---|---|---|
Technology | 34.17 | 29.21 |
Financial Services | 13.60 | 14.86 |
Consumer Cyclical | 10.63 | 10.30 |
Communication Services | 9.55 | 8.77 |
Healthcare | 8.85 | 11.53 |
Industrials | 8.73 | 9.87 |
Consumer Defensive | 5.03 | 6.06 |
Energy | 3.03 | 3.66 |
Utilities | 2.32 | 2.61 |
Real Estate | 2.24 | 2.22 |
Basic Materials | 1.83 | 2.36 |
Number of long holdings: 982
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 7.36 | 175.36 | -2.67% | |
Microsoft | US5949181045 | 6.73 | 505.25 | -0.86% | |
Apple | US0378331005 | 5.26 | 232.57 | +0.00% | |
Amazon.com | US0231351067 | 3.75 | 230.37 | -0.53% | |
Meta Platforms | US30303M1027 | 2.85 | 740.60 | -1.40% | |
Broadcom | US11135F1012 | 2.34 | 299.52 | -2.96% | |
Alphabet A | US02079K3059 | 1.89 | 211.39 | -0.12% | |
Alphabet C | US02079K1079 | 1.54 | 212.31 | -0.03% | |
Berkshire Hathaway B | US0846707026 | 1.47 | 503.29 | +0.69% | |
Tesla | US88160R1014 | 1.47 | 344.29 | -0.49% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 123.72B | 8.57 | 17.07 | 13.56 | ||
Schwab Total Stock Market Index | 30.27B | 8.07 | 16.41 | 12.88 | ||
Schwab International Index | 11.97B | 17.47 | 13.16 | 6.18 | ||
Schwab Fundamental US Large Company | 10.21B | 5.35 | 12.95 | 11.87 | ||
Schwab Small Cap Index | 6.99B | -0.03 | 7.10 | 7.49 |
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