
Please try another search
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 | 18.135 |
Price to Book | 3.669 | 2.264 |
Price to Sales | 2.917 | 2.376 |
Price to Cash Flow | 13.871 | 9.981 |
Dividend Yield | 1.741 | 2.631 |
5 Years Earnings Growth | 10.160 | 9.744 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.780 | 18.423 |
Industrials | 14.960 | 13.467 |
Financial Services | 12.780 | 15.447 |
Communication Services | 12.670 | 6.653 |
Consumer Cyclical | 12.610 | 9.876 |
Healthcare | 12.600 | 11.164 |
Consumer Defensive | 5.610 | 6.174 |
Basic Materials | 3.570 | 6.484 |
Energy | 1.700 | 4.034 |
Utilities | 0.560 | 2.648 |
Real Estate | 0.170 | 18.365 |
Number of long holdings: 279
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 4.37 | 716.92 | +0.68% | |
Microsoft | US5949181045 | 3.61 | 513.58 | +0.39% | |
Taiwan Semiconductor | TW0002330008 | 3.11 | 1,485.00 | +1.37% | |
Broadcom | US11135F1012 | 2.98 | 349.33 | -1.36% | |
Tesla | US88160R1014 | 2.21 | 439.31 | +2.46% | |
Netflix | US64110L1061 | 2.07 | 1,199.36 | +1.33% | |
NVIDIA | US67066G1040 | 1.83 | 183.22 | +0.78% | |
Vertex | US92532F1003 | 1.31 | 416.81 | +2.01% | |
Eli Lilly | US5324571083 | 1.30 | 802.83 | -2.02% | |
Royal Caribbean Cruises | LR0008862868 | 1.20 | 300.31 | +0.60% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 170.67B | 17.94 | 28.54 | 15.82 | ||
American Funds American Balanced A | 122.71B | 14.09 | 17.33 | 9.93 | ||
American Funds Invmt Co of Amer A | 104.8B | 17.85 | 28.15 | 14.49 | ||
American Funds Washington Mutual A | 94.24B | 14.61 | 21.44 | 13.70 | ||
American Funds Fundamental Invs A | 85.33B | 19.08 | 26.91 | 14.49 |
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