Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.31 | 0.31 | 0.00 |
Shares | 99.69 | 99.69 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.23 | 19.38 |
Price to Book | 4.01 | 3.66 |
Price to Sales | 2.57 | 2.32 |
Price to Cash Flow | 14.45 | 13.37 |
Dividend Yield | 1.49 | 1.63 |
5 Years Earnings Growth | 12.01 | 11.53 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.83 | 26.57 |
Healthcare | 12.56 | 13.79 |
Financial Services | 12.52 | 14.16 |
Consumer Cyclical | 10.79 | 10.32 |
Communication Services | 8.89 | 8.10 |
Industrials | 8.23 | 10.13 |
Consumer Defensive | 5.93 | 6.55 |
Energy | 3.71 | 4.36 |
Real Estate | 2.32 | 2.42 |
Utilities | 2.13 | 2.41 |
Basic Materials | 2.09 | 2.76 |
Number of long holdings: 503
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.14 | 398.63 | -1.40% | |
Apple | US0378331005 | 6.14 | 164.47 | -1.54% | |
NVIDIA | US67066G1040 | 4.54 | 809.19 | -4.43% | |
Amazon.com | US0231351067 | 3.73 | 174.65 | -2.55% | |
Meta Platforms | US30303M1027 | 2.53 | 481.33 | -4.08% | |
Alphabet A | US02079K3059 | 1.90 | 153.09 | -1.87% | |
Berkshire Hathaway B | US0846707026 | 1.73 | 402.82 | +0.73% | |
Alphabet C | US02079K1079 | 1.62 | 154.68 | -1.77% | |
Eli Lilly | US5324571083 | 1.40 | 729.54 | -2.20% | |
Broadcom | US11135F1012 | 1.33 | 1,224.25 | -2.76% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab Total Stock Market Index | 22.13B | 10.04 | 9.62 | 12.21 | ||
Schwab 1000 Index | 15.35B | 10.42 | 10.32 | 12.47 | ||
Schwab International Index | 9.09B | 5.81 | 4.88 | 4.83 | ||
Schwab Fundamental US Large Company | 8.12B | 9.35 | 11.46 | 11.62 | ||
Schwab Small Cap Index | 5.55B | 5.20 | -0.05 | 7.64 |
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