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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.590 | 5.360 | 1.770 |
Shares | 61.740 | 61.740 | 0.000 |
Bonds | 31.320 | 31.320 | 0.000 |
Convertible | 0.040 | 0.040 | 0.000 |
Preferred | 0.420 | 0.420 | 0.000 |
Other | 2.890 | 2.890 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.584 | 17.573 |
Price to Book | 3.615 | 2.897 |
Price to Sales | 2.538 | 2.097 |
Price to Cash Flow | 11.457 | 11.471 |
Dividend Yield | 1.867 | 2.160 |
5 Years Earnings Growth | 11.315 | 10.545 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.570 | 22.314 |
Financial Services | 13.560 | 16.594 |
Healthcare | 13.030 | 12.605 |
Industrials | 10.570 | 10.800 |
Communication Services | 9.790 | 7.095 |
Consumer Defensive | 9.140 | 6.400 |
Consumer Cyclical | 7.350 | 9.767 |
Energy | 4.800 | 4.778 |
Basic Materials | 3.530 | 3.322 |
Utilities | 2.890 | 2.988 |
Real Estate | 1.770 | 3.338 |
Number of long holdings: 3,686
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 3.29 | 188.81 | -1.82% | |
Microsoft | US5949181045 | 2.92 | 387.94 | -1.00% | |
Cap Grp Cent Fd Ser Ii | - | 2.89 | - | - | |
Philip Morris | US7181721090 | 2.40 | 168.41 | -1.08% | |
Meta Platforms | US30303M1027 | 1.65 | 544.96 | -0.42% | |
UnitedHealth | US91324P1021 | 1.65 | 416.95 | -0.40% | |
Alphabet C | US02079K1079 | 1.58 | 160.99 | -1.75% | |
Taiwan Semiconductor | US8740391003 | 1.57 | 161.45 | -2.21% | |
Amazon.com | US0231351067 | 1.56 | 185.65 | -1.77% | |
Apple | US0378331005 | 1.40 | 208.46 | -0.39% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 140.34B | -6.42 | 8.56 | 12.54 | ||
American Funds American Balanced A | 107.14B | -0.23 | 6.19 | 8.03 | ||
American Funds Invmt Co of Amer A | 88.05B | -2.99 | 11.35 | 11.42 | ||
American Funds Washington Mutual A | 84.17B | 0.30 | 9.32 | 11.37 | ||
American Funds Income Fund of Amer | 76.75B | 4.67 | 5.78 | 7.11 |
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