
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.73 | 1.84 | 0.11 |
Shares | 98.27 | 98.27 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 24.34 | 21.04 |
Price to Book | 6.88 | 4.01 |
Price to Sales | 3.96 | 2.69 |
Price to Cash Flow | 18.57 | 14.10 |
Dividend Yield | 1.74 | 1.53 |
5 Years Earnings Growth | 7.41 | 10.59 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.13 | 29.21 |
Financial Services | 16.21 | 14.86 |
Healthcare | 15.43 | 11.53 |
Industrials | 13.90 | 9.87 |
Consumer Cyclical | 10.83 | 10.30 |
Consumer Defensive | 10.69 | 6.06 |
Basic Materials | 5.12 | 2.36 |
Communication Services | 2.75 | 8.77 |
Real Estate | 0.93 | 2.22 |
Number of long holdings: 56
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.95 | 502.04 | -0.44% | |
Broadcom | US11135F1012 | 3.82 | 298.01 | +1.28% | |
Intuit | US4612021034 | 3.54 | 659.54 | +0.39% | |
Texas Instruments | US8825081040 | 3.49 | 205.98 | +0.00% | |
American Express | US0258161092 | 3.33 | 320.75 | +1.57% | |
Mastercard | US57636Q1040 | 3.25 | 591.61 | -0.27% | |
TJX | US8725401090 | 3.23 | 136.68 | +0.87% | |
Apple | US0378331005 | 3.12 | 229.31 | +0.95% | |
Visa A | US92826C8394 | 3.11 | 351.18 | +0.68% | |
Linde PLC | IE000S9YS762 | 2.93 | 410.800 | +0.34% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 798.34B | 8.05 | 16.40 | 12.99 | ||
Vanguard 500 Index Admiral | 598.15B | 8.56 | 17.05 | 13.62 | ||
Vanguard Total Stock Market Admiral | 426.73B | 8.04 | 16.38 | 12.97 | ||
Vanguard Total Intl Stock Index Inv | 230.36B | 17.07 | 12.03 | 6.19 | ||
Vanguard Institutional Idx Instl Pl | 199.72B | 8.57 | 17.08 | 13.65 |
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