
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.210 | 3.210 | 0.000 |
Shares | 96.680 | 96.680 | 0.000 |
Other | 0.100 | 0.110 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.812 | 17.397 |
Price to Book | 3.386 | 2.170 |
Price to Sales | 2.698 | 2.305 |
Price to Cash Flow | 13.527 | 9.615 |
Dividend Yield | 1.757 | 2.696 |
5 Years Earnings Growth | 10.700 | 9.930 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.730 | 17.688 |
Healthcare | 15.120 | 11.888 |
Industrials | 14.910 | 13.328 |
Financial Services | 12.990 | 15.510 |
Consumer Cyclical | 12.810 | 9.890 |
Communication Services | 10.880 | 6.308 |
Consumer Defensive | 5.690 | 6.425 |
Basic Materials | 3.640 | 6.523 |
Energy | 2.400 | 4.094 |
Utilities | 0.560 | 2.658 |
Real Estate | 0.260 | 18.418 |
Number of long holdings: 268
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 3.78 | 702.91 | -1.05% | |
Microsoft | US5949181045 | 3.05 | 505.62 | -0.04% | |
Taiwan Semicon | TW0002330008 | 2.72 | 1,130.00 | +1.80% | |
Broadcom | US11135F1012 | 2.19 | 280.81 | -0.05% | |
Tesla | US88160R1014 | 2.04 | 321.67 | +3.50% | |
NVIDIA | US67066G1040 | 1.70 | 171.37 | +0.39% | |
Netflix | US64110L1061 | 1.63 | 1,250.31 | -0.79% | |
Eli Lilly | US5324571083 | 1.58 | 789.80 | +2.34% | |
EssilorLuxottica | FR0000121667 | 1.56 | 243.00 | +0.04% | |
Vertex | US92532F1003 | 1.42 | 469.55 | +1.15% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 164.22B | 10.39 | 24.59 | 14.26 | ||
American Funds American Balanced A | 116.72B | 8.11 | 12.92 | 8.94 | ||
American Funds Invmt Co of Amer A | 101.85B | 10.77 | 23.08 | 12.88 | ||
American Funds Washington Mutual A | 92.91B | 9.00 | 16.96 | 12.43 | ||
American Funds Fundamental Invs A | 81.83B | 11.71 | 22.03 | 12.93 |
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