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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.840 | 2.840 | 0.000 |
Shares | 96.850 | 96.850 | 0.000 |
Other | 0.310 | 0.310 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.038 | 17.966 |
Price to Book | 3.669 | 2.243 |
Price to Sales | 2.917 | 2.362 |
Price to Cash Flow | 13.871 | 9.908 |
Dividend Yield | 1.741 | 2.672 |
5 Years Earnings Growth | 10.160 | 9.677 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.780 | 18.315 |
Industrials | 14.960 | 13.433 |
Financial Services | 12.780 | 15.534 |
Communication Services | 12.670 | 6.626 |
Consumer Cyclical | 12.610 | 9.855 |
Healthcare | 12.600 | 11.139 |
Consumer Defensive | 5.610 | 6.307 |
Basic Materials | 3.570 | 6.487 |
Energy | 1.700 | 3.989 |
Utilities | 0.560 | 2.661 |
Real Estate | 0.170 | 18.392 |
Number of long holdings: 279
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 4.37 | 764.97 | +0.41% | |
Microsoft | US5949181045 | 3.61 | 520.89 | +0.01% | |
Taiwan Semicon | TW0002330008 | 3.11 | 1,180.00 | +4.89% | |
Broadcom | US11135F1012 | 2.98 | 305.56 | +0.59% | |
Tesla | US88160R1014 | 2.21 | 333.34 | +3.44% | |
Netflix | US64110L1061 | 2.07 | 1,195.10 | +1.25% | |
NVIDIA | US67066G1040 | 1.83 | 183.10 | +1.29% | |
Vertex | US92532F1003 | 1.31 | 368.60 | -1.87% | |
Eli Lilly | US5324571083 | 1.30 | 630.18 | -1.67% | |
Royal Caribbean Cruises | LR0008862868 | 1.20 | 305.50 | -1.38% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 165.02B | 12.58 | 21.42 | 14.22 | ||
American Funds American Balanced A | 117.04B | 9.08 | 11.61 | 8.84 | ||
American Funds Invmt Co of Amer A | 101.9B | 13.02 | 21.44 | 12.90 | ||
American Funds Washington Mutual A | 92.32B | 10.04 | 15.43 | 12.34 | ||
American Funds Fundamental Invs A | 81.66B | 13.72 | 19.83 | 12.93 |
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