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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.710 | 7.830 | 3.120 |
Shares | 65.530 | 65.530 | 0.000 |
Bonds | 26.860 | 26.860 | 0.000 |
Preferred | 0.070 | 0.070 | 0.000 |
Other | 2.840 | 2.840 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.841 | 18.266 |
Price to Book | 3.822 | 2.925 |
Price to Sales | 2.505 | 2.057 |
Price to Cash Flow | 13.429 | 11.877 |
Dividend Yield | 1.807 | 2.136 |
5 Years Earnings Growth | 12.425 | 11.163 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.510 | 23.214 |
Healthcare | 13.150 | 13.198 |
Financial Services | 11.890 | 15.327 |
Communication Services | 11.250 | 7.059 |
Industrials | 9.800 | 10.688 |
Consumer Defensive | 8.100 | 6.484 |
Consumer Cyclical | 6.710 | 9.305 |
Energy | 5.580 | 5.270 |
Utilities | 2.650 | 2.801 |
Basic Materials | 2.570 | 3.417 |
Real Estate | 1.790 | 3.238 |
Number of long holdings: 2,883
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 4.73 | 175.52 | +0.39% | |
Microsoft | US5949181045 | 4.23 | 432.11 | +0.69% | |
Cap Grp Cent Fd Ser Ii | - | 2.84 | - | - | |
Meta Platforms | US30303M1027 | 2.09 | 568.31 | +0.88% | |
Alphabet C | US02079K1079 | 2.00 | 162.99 | -0.40% | |
Taiwan Semiconductor | US8740391003 | 1.97 | 182.35 | +0.21% | |
UnitedHealth | US91324P1021 | 1.95 | 576.31 | +0.19% | |
Philip Morris | US7181721090 | 1.65 | 121.69 | +0.40% | |
Eli Lilly | US5324571083 | 1.52 | 924.56 | +0.01% | |
Apple | US0378331005 | 1.32 | 226.37 | -0.44% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 147.38B | 19.33 | 5.25 | 12.91 | ||
American Funds American Balanced A | 110.78B | 12.61 | 5.18 | 8.14 | ||
American Funds Invmt Co of Amer A | 92.99B | 19.30 | 10.78 | 11.43 | ||
American Funds Washington Mutual A | 88.97B | 17.23 | 10.62 | 11.47 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 16.34 | 4.04 | 10.52 |
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